Connect MyDocSafe and Method CRM to Build Intelligent Automations

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.

Recent Activities

Retrieve activities from Method CRM updated since the last scheduled check.

New Contact Created

Returns contacts created or updated in Method CRM since the last check.

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 Activity

Create a new activity (call, to-do, SMS, or web comment), set start and due dates, status, and assign it to a user.

Create contact and link to entity

Create a new contact and attach it to an existing customer or company.

Create customer or lead

Add a new customer (or mark them as a lead) in Method CRM so you can track their contact details and billing information.