Connect ChatbotAI partner and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
When New Account Created
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use ChatbotAI partner and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
When New Account Created
When a user creates an account
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 ChatbotAI partner integrations.
Assign Trail Plan
Add subscribers to a plan
Add Wallet Balance
Add funds to a user's wallet
Create New User
Create a new user account
Create Magic Link
Generate a one-time sign-in link
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
To start, connect both your ChatbotAI partner and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in ChatbotAI partner triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how ChatbotAI partner 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 ChatbotAI partner 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 ChatbotAI partner 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 ChatbotAI partner
A chatbot AI partner providing conversational AI for automated user interactions.
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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