Create a Folder in Mydocsafe when New Account in Salesflare
Create a Portal in Mydocsafe when New Account in Salesflare
Create a Portal Group in Mydocsafe when New Account in Salesflare
Create a Folder in Mydocsafe when New Contact in Salesflare
Create a Portal in Mydocsafe when New Contact in Salesflare
Create a Portal Group in Mydocsafe when New Contact in Salesflare
Create a Folder in Mydocsafe when New Opportunity in Salesflare
Create a Portal in Mydocsafe when New Opportunity in Salesflare
Create a Portal Group in Mydocsafe when New Opportunity in Salesflare
Create a Folder in Mydocsafe when New Task in Salesflare
Trigger When a new Account is created
Trigger when New Contact Created
Trigger when new opportunity is created
Trigger when a new task is created
Triggers when new workflow step event is created.
Triggers when a document is signed by all required parties.
Find an account
Find a contact
Find an Opportunity
Find a Person
Find a Pipeline Stage
Find a User
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation boosts efficiency by automating tasks, reducing errors, and improving productivity. viaSocket simplifies workflow
Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around
Learn MoreMyDocSafe 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