Connect Deskpro and MyDocSafe to Build Intelligent Automations

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Deskpro

When this happens...

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MyDocSafe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Organization

New Organization

This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).

New Person Added

New Person Added

This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).

New Ticket

New Ticket

Checks for any new ticket created

New Task

New Task

This trigger checks for newly created tasks in Deskpro.

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

Do thisActions

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

Create Brand

Create Brand

Create a Breand in Deskpro

Create Ticket

Create Ticket

Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.

Create Organization

Create Organization

Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.

Find Ticket

Find Ticket

Retrieve tickets from Deskpro using a query string.

Find Organization

Find Organization

Search Deskpro organizations by exact or partial name and return matching organization records or a message if none are found.

Add Message to Ticket

Add Message to Ticket

Add a text or HTML message to an existing Deskpro ticket to update the requester or record ticket details.

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Frequently Asked Questions

How do I start an integration between Deskpro and MyDocSafe?

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

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

Absolutely. You can customize how Deskpro 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 Deskpro and MyDocSafe?

The data sync between Deskpro 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 Deskpro 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 Deskpro and MyDocSafe?

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

Deskpro

About Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

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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.

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