Connect Botpress and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Botpress

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Botpress and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Workspace

New Workspace

Trigger when new workspace is created.

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 Botpress

Do thisActions

Action is the task that follows automatically within your Botpress integrations.

Create Workspace

Create Workspace

Creates a Workspace.

Update Workspace

Update Workspace

Update an existing workspace.

Delete Workspace

Delete Workspace

Delete an Existing Workspace.

Update Account

Update Account

Update an Existing Account.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

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Frequently Asked Questions

How do I start an integration between Botpress and MyDocSafe?

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

Can we customize how data from Botpress is recorded in MyDocSafe?

Absolutely. You can customize how Botpress 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 Botpress and MyDocSafe?

The data sync between Botpress 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 Botpress 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 Botpress and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Botpress 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.

Botpress

About Botpress

Botpress is a leading open-source platform designed for creating, managing, and deploying chatbots. It offers a comprehensive suite of tools for developers to build intelligent conversational agents that can be integrated into various applications and services. With its modular architecture and user-friendly interface, Botpress simplifies the process of developing chatbots, making it accessible for both technical and non-technical users.

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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