Create integrations between Visualvisitor and MyDocSafe
Get all users from Visualvisitor when Document is Signed in Mydocsafe
Get a user in Visualvisitor when Document is Signed in Mydocsafe
PlusPerson Search for leads in VisualVisitor when Document is Signed in Mydocsafe
PlusPerson Create a bulk leads job in Visualvisitor when Document is Signed in Mydocsafe
Get all users from Visualvisitor when Form is submitted in Mydocsafe
Get a user in Visualvisitor when Form is submitted in Mydocsafe
PlusPerson Search for leads in VisualVisitor when Form is submitted in Mydocsafe
PlusPerson Create a bulk leads job in Visualvisitor when Form is submitted in Mydocsafe
Get all users from Visualvisitor when Esign is Rejected in Mydocsafe
Get a user in Visualvisitor 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
Get all users
Here you will get all user details.
Get a user
Here you will get a specific user details.
PlusPerson Search for leads
This is for plus person allows you to search for leads.
PlusPerson Create a bulk leads job
Create a job to bulk upload leads efficiently in one go.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
About Visualvisitor
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
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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