Create integrations between Sellsy and MyDocSafe
Create Task in Sellsy when Form is submitted in Mydocsafe
Create an opportunity in Sellsy when Form is submitted in Mydocsafe
Find Contact in Sellsy when Form is submitted in Mydocsafe
Create or Update Contact in Sellsy when Form is submitted in Mydocsafe
Find Company in Sellsy when Form is submitted in Mydocsafe
Create Task in Sellsy when Esign is Rejected in Mydocsafe
Create an opportunity in Sellsy when Esign is Rejected in Mydocsafe
Find Contact in Sellsy when Esign is Rejected in Mydocsafe
Create or Update Contact in Sellsy when Esign is Rejected in Mydocsafe
Find Company in Sellsy when Esign is Rejected 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
Create Contact
Creates a new contact in Sellsy.
Create Task
Creates a New Task.
Create an opportunity
Creates a new opportunity
Find Contact
Find an Existing Contact.
Create or Update Contact
Creates a new contact or update an existing contact.
Find Company
Find an Existing Company.
Frequently Asked Questions
About Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
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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