MyDocSafe

Document Management

Kylas CRM

CRM (Customer Relationship Management)

Integrations MyDocSafe Kylas CRM

Create integrations between MyDocSafe and Kylas CRM

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Create Lead in Kylas CRM when Document is Signed in Mydocsafe

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Create Contact in Kylas CRM when Document is Signed in Mydocsafe

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Create Company in Kylas-crm when Document is Signed in Mydocsafe

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Create Deal in Kylas-crm when Document is Signed in Mydocsafe

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Search Company in Kylas-crm when Document is Signed in Mydocsafe

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Create Lead in Kylas CRM when Form is submitted in Mydocsafe

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Create Contact in Kylas CRM when Form is submitted in Mydocsafe

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Create Company in Kylas-crm when Form is submitted in Mydocsafe

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Create Deal in Kylas-crm when Form is submitted in Mydocsafe

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Search Company in Kylas-crm when Form is submitted in Mydocsafe

Actions and Triggers

Triggers

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Triggers when a document sign request is sent.

New Lead

Triggers when a new lead is created in Kylas CRM.

Contact Updated

Triggers when a contact's information is updated in Kylas CRM.

Actions

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create Lead

Creates a new lead in Kylas CRM.

Create Contact

Creates a Contact on Kylas CRM.

Create Company

Creates a new company on Kylas CRM.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About MyDocSafe

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.

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About Kylas CRM

Kylas CRM is a robust customer relationship management platform designed to streamline sales processes, enhance customer interactions, and drive business growth. It offers a suite of tools for managing leads, tracking sales activities, and analyzing performance metrics, making it an ideal solution for businesses looking to optimize their sales operations.

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