IRIS CRM + MyDocSafe

Create new leads in IRIS CRM from MyDocSafe forms

When a form is submitted in MyDocSafe, a new lead in IRIS CRM will be created.

When this happens...
Form Submission
Triggers when a from of that company is submitted.
TriggerInstant
automatically do this!
Create New Lead
Create a new lead.
ActionWrite

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Supported triggers and actions

- CompanyRequired
- FormRequired
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- CompanyRequired
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- CompanyRequired
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- CompanyRequired
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- Info
- Current StatusRequired
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- Info
- Current StatusRequired
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- Info
- Current StatusRequired
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- Info
- Previous StatusRequired
- New StatusRequired
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- Info
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- Info
- Ticket Type(s)
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- Info
- Previous Type(s)
- New Type(s)
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- Info
- Ticket ID
- Comment text
- Comment text
- Visible for Merchants?
Action
Write
- Info
- Note TabRequired
- Sticky or not?Required
- Note contentRequired
Action
Write
- Info
- GroupRequired
- StatusRequired
- Assign User(s)Required
- Assign User's Manager(s)
- Campaign
- Source
- Other lead fields
Action
Write
- Info
- Lead Email FieldRequired
- Email templateRequired
Action
Write
- Info
- New Group
- New Campaign
- New Source
- Other lead fields
Action
Write
- Info
- Ticket ID
- Ticket type
- Subject
- Description
- Ticket Status
- Outcome
- Priority
- Channel ID
- Assign User(s)
- Assign type
- Assign to
- Group
- Visible for Merchants?
- Due date
- Checklist
- External ID
Action
Write

- CompanyRequired
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- CompanyRequired
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- CompanyRequired
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- CompanyRequired
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Lead Deleted
Triggers when a lead is deleted.
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- Info
- Current StatusRequired
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Lead Restored
Triggers when a lead is restored.
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Lead Updated
Triggers when a lead is updated.
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- Info
- Ticket Type(s)
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- Info
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- Info
- Ticket Type(s)
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- Info
- File TabRequired
- File LabelRequired
- File NameRequired
- File SourceRequired
Action
Write
- Info
- Assign User(s)Required
- Assign User's Manager(s)
Action
Write
- Info
- Ticket typeRequired
- SubjectRequired
- Description
- Priority
- Channel ID
- Assign User(s)
- Assign typeRequired
- Assign toRequired
- Group
- Visible for Merchants?
- Due date
- Checklist
Action
Write
- Info
- Lead Phone FieldRequired
- SMS templateRequired
Action
Write
- Info
- New StatusRequired
- New GroupRequired
Action
Write
- Api Docs Info
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About IRIS CRM

IRIS CRM is a payments platform for tracking leads, merchants and calculating residuals for processors such as First Data, TSYS and WorldPay.

Learn more

Related categories

Payment Processing

About MyDocSafe

MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.

Related categories

Documents

IRIS CRM + MyDocSafe

Create new leads in IRIS CRM from MyDocSafe forms

Form Submission

Proposal Sent

Proposal Won

Sign Rejected

Lead Created

Lead File Uploaded

Lead Note Added

Lead Status Updated

Ticket Checklist Updated

Ticket Created

Ticket Type Updated

Add Comment to Ticket

Add Note to Lead

Create New Lead

Send Email to Lead

Update Lead

Update Existing Ticket

Proposal Lost

Proposal Started

Sign Completed

Sign Request Sent

Lead Deleted

Lead Email Received

Lead Restored

Lead Updated

Ticket Commented

Ticket Resolved

Ticket Updated

Add File to Lead

Assign User(s) to Lead

Create New Ticket

Send SMS to Lead

Update Lead Status

API Request (Beta)

About IRIS CRM

Related categories

About MyDocSafe

Related categories