Connect Keywords AI and MyDocSafe to Build Intelligent Automations
Ready to use Keywords AI 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 Keywords AI integrations.
Log list
The Logs List endpoint allows you to get the past logs with specified filters.
Create prompt
You can create a prompt by sending a POST request to the prompts endpoint.
Thread list
This endpoint retrieves log threads based on specified filters and pagination parameters.
Retrieve prompts
Get prompt list.
Update prompt
You can update a prompt by sending a PATCH request to the prompt endpoint
Delete prompt
You can delete a prompt by sending a DELETE request to the prompt endpoint.
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Frequently Asked Questions
To start, connect both your Keywords AI and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Keywords AI triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Keywords AI 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 Keywords AI 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 Keywords AI 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 Keywords AI
Keywords AI is a powerful tool designed to help businesses and marketers optimize their content for search engines by providing intelligent keyword suggestions and analysis. It leverages advanced AI algorithms to identify the most effective keywords that can enhance visibility and drive traffic to websites.
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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