Create integrations between reply and MyDocSafe
Mark as Finished in Reply when Document is Signed in Mydocsafe
Remove Person From Campaign in Reply when Document is Signed in Mydocsafe
Create Person and Push to Campaign in Reply when Document is Signed in Mydocsafe
Create Person in Reply when Document is Signed in Mydocsafe
Add Step to Campaign in Reply when Document is Signed in Mydocsafe
Mark as Finished in Reply when Form is submitted in Mydocsafe
Remove Person From Campaign in Reply when Form is submitted in Mydocsafe
Create Person and Push to Campaign in Reply when Form is submitted in Mydocsafe
Create Person in Reply when Form is submitted in Mydocsafe
Add Step to Campaign in Reply when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
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.
Do thisActions
Mark as Finished
Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).
Remove Person From Campaign
Removes a person from a specific campaign in an array of campaigns.
Create Person and Push to Campaign
Creates a person and immediately adds them to a campaign.
Create Person
Creates a new person.
Add Step to Campaign
Adds a new step to an existing campaign.
Create a Folder
Create Folder in a specific parent folder
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About reply
Reply is a sales automation platform that puts outreach on autopilot, while still making each communication personal.
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.
Learn More
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