Create integrations between salesflare and MyDocSafe

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

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

Document is Signed

Triggers when a document is signed by all required parties.

Create a Folder

Create Folder in a specific parent folder

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

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.