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Get User in Intercom when Document is Signed in Mydocsafe
List All Tags in Intercom when Document is Signed in Mydocsafe
List Admin in Intercom when Document is Signed in Mydocsafe
Add Tag to Contact in Intercom when Document is Signed in Mydocsafe
List Tags attached to contact in Intercom when Document is Signed in Mydocsafe
Get contacts in Intercom when Document is Signed in Mydocsafe
Find Companies in Intercom when Document is Signed in Mydocsafe
Find Lead in Intercom when Document is Signed in Mydocsafe
Add or Remove tag on company in Intercom when Document is Signed in Mydocsafe
Find Conversation in Intercom when Document is Signed in Mydocsafe
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Triggers when a Contact replies to a Conversation in Intercom.
Triggers when a Lead enters an email address.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Get User details
List All Tags
List All Admin
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
MyDocSafe is a secure document management and e-signature platform designed to streamline workflows, enhance compliance, and improve client engagement. It offers features such as secure document storage, electronic signatures, client portals, and automated workflows.
Learn MoreIntercom is a customer messaging platform that helps businesses connect with their customers through live chat, bots, and personalized messaging. It enables companies to improve customer support, drive engagement, and increase sales by providing a seamless communication experience.
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