Connect Pipedrive and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deal
Updated Deal
New Note
New Activity
New Lead
New Organization
Updated Organization
New Person
Update Deal Stage
New Project
Update Person
Update Activity
Update Note
Updated Pipeline
Updated Product
Updated User
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Pipedrive and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deal
Triggers when a new deal is created.
Updated Deal
Triggers when an existing deal is updated.
New Note
Triggers when a new note is created.
New Activity
Triggers when a new activity is created.
New Lead
Triggers when a Lead is created.
New Organization
Triggers when a new organization is created.
Do thisActions
Action is the task that follows automatically within your Pipedrive integrations.
Create Person
Create a new person.
Find User
Finds a user by name, email, or id.
Find Deal
Finds a deal by any field. Optionally, create a deal if none are found.
Find Lead
Finds a lead by title or field value. Optionally, create a lead if none are found.
Find a Person
Finds an existing person.
Create Deal
Creates a new deal.
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Step by step guides to integrate Pipedrive and MyDocSafe
Frequently Asked Questions
To start, connect both your Pipedrive and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Pipedrive triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Pipedrive data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Pipedrive and MyDocSafe 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 Pipedrive and MyDocSafe. 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 Pipedrive
Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.
Learn MoreAbout 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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