Create integrations between salesflare and MyDocSafe

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 Account

Trigger When a new Account is created

New Opportunity

Trigger when new opportunity is created

New Task

Trigger when a new task is created

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Find account

Find an account

Find Contact

Find a contact

Find Opportunity

Find an Opportunity

Find Person

Find a Person

Find Pipeline Stage

Find a Pipeline Stage

Find User

Find a User

Find a Workflow

Find a workflow by its ID

Add Contact to Account

Add a Contact to Account

Add User to Account

Add a User to an Account bu user ID

Create Account

Create a New Account

Create Call

Create a new Call

Create Contact

Creates a New contact

Create Internal Note

Create a New Internal Note

Create Meeting

Create a New Meeting

Remove a Contact From Workflow

Remove a Contact from a Certain Workflow

Create Opportunity

Create a New Opportunity

Create Task

Creates a New Task

Update Account

Update An Existing Account by account ID

Update Contact

Update An Existing Contact by its ID

Update Opportunity

Update an existing Opportunity by its ID