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When this happensTriggers
A trigger is an event that starts a workflow.
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Action is the task that follows automatically within your Discourse integrations.
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.
Create Folder in a specific parent folder
Create a Portal in a Portal Group

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To start, connect both your Discourse and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Discourse triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Discourse 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 Discourse 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 Discourse 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.
Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.
Learn MoreMyDocSafe 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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