Connect Arihant PLUS and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Arihant PLUS
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Arihant PLUS and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Arihant PLUS integrations.
Get Order Trail
Get order trail and status
Get Holdings
Fetch Demat holdings and P&L
Get Account Funds
View available account funds
Place Order
Place stock or F&O order
Get Orders
Fetch order book or status
Search Stocks
Search stocks and get prices
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Know More About Arihant Plus and Mydocsafe Integrations
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Frequently Asked Questions
To start, connect both your Arihant PLUS and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Arihant PLUS triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Arihant PLUS 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.
The data sync between Arihant PLUS and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Arihant PLUS 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.
About Arihant PLUS
Arihant PLUS offers secure online trading, stock market investing, mutual funds, IPO access, portfolio management, and research tools in one powerful investment platform.
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.
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