Update a Record in SmartSuite when Document is Signed in Mydocsafe
Find Many Records in SmartSuite when Document is Signed in Mydocsafe
Update a Record in SmartSuite when Form is submitted in Mydocsafe
Find Many Records in SmartSuite when Form is submitted in Mydocsafe
Update a Record in SmartSuite when Esign is Rejected in Mydocsafe
Find Many Records in SmartSuite when Esign is Rejected in Mydocsafe
Update a Record in SmartSuite when Sign Request Sent via MyDocSafe
Find Many Records in SmartSuite when Sign Request Sent via MyDocSafe
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Updates an existing record in SmartSuite.
Find multiple records by field match or SmartSuite search syntax.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
SmartSuite is a comprehensive platform designed to streamline business processes and enhance productivity. It offers a suite of tools for project management, collaboration, and workflow automation, making it an ideal solution for businesses looking to optimize their operations.
Learn MoreMyDocSafe 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.
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