DocuSoft and Salesflare
How to connect DocuSoft
- Via Zapier — 1 operations available. Set it up ↗
About DocuSoft
Docusoft is a document management, workflow processes and document delivery tool to organize and keep clients documents in one central cloud storage which makes it easy to access and review.
DocuSoft operations on Zapier
Actions (1)
Things Salesflare can make it do
- AddClient — DocuSoft Add Client is a service that creates new client reference from one practice management zaps into DocuSoft’s logged in user system this will be used for filing any new document against the newly created client in our system from other zaps.
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