Create integrations between Woodpecker and MyDocSafe
Create Prospect in Woodpecker when Document is Signed in Mydocsafe
Update Prospect in Woodpecker when Document is Signed in Mydocsafe
Create Prospect in Woodpecker when Form is submitted in Mydocsafe
Update Prospect in Woodpecker when Form is submitted in Mydocsafe
Create Prospect in Woodpecker when Esign is Rejected in Mydocsafe
Update Prospect in Woodpecker when Esign is Rejected in Mydocsafe
Create Prospect in Woodpecker when Sign Request Sent via MyDocSafe
Update Prospect in Woodpecker when Sign Request Sent via 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 Prospect
create a prospect in a campaign
Update Prospect
update a prospect
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 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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