Connect MyDocSafe and Less Annoying CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
List All Contacts
List All Notes
List All Teams
Create Contact
Create Contact Note
Create Group Membership
Create Pipeline Item
Create Task
Delete Group Membership
Update Contact
Ready to use MyDocSafe and Less Annoying CRM automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 Contact
Triggers when a new contact is created.
New Company
Triggers when a new company is created.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
List All Contacts
Retrieves the list of all contacts
List All Notes
Retrieves the list of all notes
List All Teams
Retrieves the list of all teams
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Frequently Asked Questions
To start, connect both your MyDocSafe and Less Annoying CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Less Annoying CRM (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Less Annoying CRM. This includes choosing which data fields go into which fields of Less Annoying CRM, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Less Annoying CRM typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and Less Annoying CRM. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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.
Learn MoreAbout Less Annoying CRM
Less Annoying CRM is a small business CRM with easy-to-use features at an affordable price. Manage all leads, notes, and tasks in one place.
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