MyDocSafe

Document Management, E-Signature

Sangam CRM

CRM, Sales

Integrations MyDocSafe Sangam CRM

Create integrations between MyDocSafe and Sangam CRM

Create a lead in Sangam-crm when Document is Signed in Mydocsafe

Create an opportunity in Sangam-crm when Document is Signed in Mydocsafe

Fetch all available fields in a specific module in Sangam-crm when Document is Signed in Mydocsafe

Create a Contact in Sangam-crm when Document is Signed in Mydocsafe

Create a Ticket in Sangam-crm when Document is Signed in Mydocsafe

Create a Company in Sangam-crm when Document is Signed in Mydocsafe

Create a Campaign in Sangam-crm when Document is Signed in Mydocsafe

Update a lead in Sangam-crm when Document is Signed in Mydocsafe

Insert or Update Data With Linking Module in Sangam-crm when Document is Signed in Mydocsafe

List all enabled module in Sangam CRM when Document is Signed 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

Trigger when new lead is created

New Contact

Trigger when new contact is created

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 a lead

Creates a new lead in Sangam CRM.

Create an opportunity

Adds a new opportunity Sangam CRM.

Fetch all available fields in a specific module

Fetch all fields available in specific module

Know More About
Viasocket Integrations

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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.

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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.

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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 Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

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