Connect Instapage and MyDocSafe to Build Intelligent Automations
Ready to use Instapage and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workspace
Trigger when new workspace is created.
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 Instapage integrations.
Create Workspace
Creates a workspace.
Rename Workspace
Rename an existing workspace.
Delete Workspace
Delete an existing workspace.
Create Group
Creates a Group.
Update Group
Updates a Group.
Delete Group
Delete an existing group.
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Frequently Asked Questions
To start, connect both your Instapage and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Instapage triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Instapage 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 Instapage 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 Instapage 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 Instapage
Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
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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