Create integrations between Salesmate and MyDocSafe
Add Note in Salesmate when Document is Signed in Mydocsafe
Create Activity in Salesmate when Document is Signed in Mydocsafe
Create Company in Salesmate when Document is Signed in Mydocsafe
Search User in Salesmate when Document is Signed in Mydocsafe
Create Contact in Salesmate when Document is Signed in Mydocsafe
Create Deal in Salesmate when Document is Signed in Mydocsafe
Update Activity in Salesmate when Document is Signed in Mydocsafe
Update Company in Salesmate when Document is Signed in Mydocsafe
Update Contact in Salesmate when Document is Signed in Mydocsafe
Update Deal in Salesmate when Document is Signed 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
Add Note
Adds Note based on previous step.
Create Activity
Creates a new Activity, probably with input from previous steps.
Create Company
Creates a new Company, probably with input from previous steps.
Search User
Find an User based on different fields.
Create Contact
Creates a new Contact, probably with input from previous steps.
Create Deal
Creates a new Deal
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Frequently Asked Questions
About Salesmate
Salesmate is a comprehensive CRM platform designed to streamline sales processes, enhance customer relationships, and boost team productivity. It offers a range of features including contact management, sales automation, and analytics to help businesses manage their sales pipeline effectively.
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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