Connect Fireberry and MyDocSafe to Build Intelligent Automations
Ready to use Fireberry and MyDocSafe automations
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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 Fireberry integrations.
Create Record
Creates a record in Fireberry
Get all Contacts
Get all contact in firebarrry
Create a Contact
Create a valid contact.
Create Task
Create a Task in fIreberry
Get all Tasks
Get all task in fireberry.
Create a Project
create a project in fireberry
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Frequently Asked Questions
To start, connect both your Fireberry and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Fireberry triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Fireberry 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 Fireberry 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 Fireberry 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 Fireberry
Fireberry is a dynamic platform designed to enhance your marketing strategies with innovative tools and solutions. It offers a suite of features that help businesses optimize their marketing campaigns, track performance, and engage with their audience effectively.
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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