Create integrations between Solve CRM and MyDocSafe
Create a Folder in Mydocsafe when New Company in Solve-crm
Create a Portal in Mydocsafe when New Company in Solve-crm
Create a Portal Group in Mydocsafe when New Company in Solve-crm
Create a Folder in Mydocsafe when New Contacts in Solve-crm
Create a Portal in Mydocsafe when New Contacts in Solve-crm
Create a Portal Group in Mydocsafe when New Contacts in Solve-crm
Create a Company in Solve360 when Document is Signed in Mydocsafe
Create a Contact in Solve CRM when Document is Signed in Mydocsafe
Create a Company in Solve360 when Form is submitted in Mydocsafe
Create a Contact in Solve CRM when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
New Company
Triggered when a new company record is created in Solve360.
New Contacts
Here you will get recent contacts
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 a Company
Creates a new company record in Solve360.
Create a Contact
Creates a new contact in Solve360.
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 Solve CRM
Solve360 is a modern CRM and project management tool designed to help businesses streamline their customer relationship processes and manage projects efficiently. It offers a range of features including contact management, task tracking, and collaboration tools to enhance productivity and improve client interactions.
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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