Connect Agent AI and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Agent AI

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Agent AI and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for Agent AI

Do thisActions

Action is the task that follows automatically within your Agent AI integrations.

Web Page Content

Web Page Content

Extract text content from a specified web page or domain.

Web Page Screenshot

Web Page Screenshot

Capture a visual screenshot of a specified web page for documentation or analysis.

YouTube Video Transcript

YouTube Video Transcript

Fetches the transcript of a YouTube video using the video URL.

YouTube Channel Data

YouTube Channel Data

Retrieve detailed information about a YouTube channel, including its videos and statistics.

Get Company Earnings Info

Get Company Earnings Info

Retrieve company earnings information for a given stock symbol over time.

Get Company Financial Profile

Get Company Financial Profile

Retrieve detailed financial and company profile information for a given stock symbol, such as market cap and the last known stock price for any company.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Agent AI and MyDocSafe?

To start, connect both your Agent AI and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Agent AI triggers actions in MyDocSafe (or vice versa).

Can we customize how data from Agent AI is recorded in MyDocSafe?

Absolutely. You can customize how Agent AI data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Agent AI and MyDocSafe?

The data sync between Agent AI and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Agent AI to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Agent AI and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Agent AI and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Agent AI

About Agent AI

Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.

Learn More
MyDocSafe

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.

Learn More