Create integrations between Sangam CRM and MyDocSafe
Create a Folder in Mydocsafe when New Lead Created in Sangam CRM
Create a Portal in Mydocsafe when New Lead Created in Sangam CRM
Create a Portal Group in Mydocsafe when New Lead Created in Sangam CRM
Create a Folder in Mydocsafe when New Contact Created in Sangam CRM
Create a Portal in Mydocsafe when New Contact Created in Sangam CRM
Create a Portal Group in Mydocsafe when New Contact Created in Sangam CRM
Create a Folder in Mydocsafe when New Opportunity Created in Sangam CRM
Create a Portal in Mydocsafe when New Opportunity Created in Sangam CRM
Create a Portal Group in Mydocsafe when New Opportunity Created in Sangam CRM
Create a Folder in Mydocsafe when New Ticket Created in Sangam CRM
Actions and Triggers
When this happensTriggers
New Lead Created
Trigger when new lead is created
New Contact Created
Trigger when new contact is created
New Opportunity Created
Triggerv when new opportunity is created
New Ticket Created
Trigger when new tickey=t is created
New Account Created
Trigger when new account is created
New Task Created
Trigger when new task is created
Do thisActions
Create a new lead
Creates a new lead in Sangam CRM.
Create an opportunity
Adds a new opportunity Sangam CRM.
Fetch all available fields in a specific module
Fetch all fields available in specific module
Create a Contact
Creates a new contact in Sangam CRM.
Create a Ticket
Creates a new ticket in sangam CRM.
Create a Company
Creates a new comppany in sangam CRM.
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Frequently Asked Questions
About Sangam CRM
Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.
Learn More
About 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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