Create integrations between Salesforce and MyDocSafe
Create a Folder in Mydocsafe when New Contact in Salesforce
Create a Portal in Mydocsafe when New Contact in Salesforce
Create a Portal Group in Mydocsafe when New Contact in Salesforce
Create a Folder in Mydocsafe when New Lead in Salesforce
Create a Portal in Mydocsafe when New Lead in Salesforce
Create a Portal Group in Mydocsafe when New Lead in Salesforce
Create a Folder in Mydocsafe when New Record in Salesforce
Create a Portal in Mydocsafe when New Record in Salesforce
Create a Portal Group in Mydocsafe when New Record in Salesforce
Create a Folder in Mydocsafe when Updated Record in Salesforce
Actions and Triggers
When this happensTriggers
New Contact
Triggers when a new Contact is created.
New Lead
Triggers when a new Lead is created.
New Record
Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.
Updated Record
Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.
New Case Attachment
Triggers when a new Attachment is added to a case.
Document is Signed
Triggers when a document is signed by all required parties.
Do thisActions
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
About Salesforce
Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.
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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