Create integrations between Superchat and MyDocSafe
Create a Folder in Mydocsafe when Contact Created in Superchat
Create a Portal in Mydocsafe when Contact Created in Superchat
Create a Portal Group in Mydocsafe when Contact Created in Superchat
Create a Folder in Mydocsafe when Contact Updated in Superchat
Create a Portal in Mydocsafe when Contact Updated in Superchat
Create a Portal Group in Mydocsafe when Contact Updated in Superchat
Create a Folder in Mydocsafe when New Inbound Message in Superchat
Create a Portal in Mydocsafe when New Inbound Message in Superchat
Create a Portal Group in Mydocsafe when New Inbound Message in Superchat
Create a Folder in Mydocsafe when New Outbound Message in Superchat
Actions and Triggers
When this happensTriggers
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is modified.
New Inbound Message
Triggers when a new message is received.
New Outbound Message
Triggers when a new message is sent.
Note Created
Triggers when a new note is created.
Document is Signed
Triggers when a document is signed by all required parties.
Do thisActions
Create Contact
Creates a new contact.
Create Note
Creates a note in a coversation.
Add Contact to Contact List
Adds a contact to a contact list.
Update Contact
Updates an existing contact.
Update Conversation
Updates an existing conversation.
Create a Folder
Create Folder in a specific parent folder
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Frequently Asked Questions
About Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
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.
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