Connect KwesForms and MyDocSafe to Build Intelligent Automations
Ready to use KwesForms and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Created
runs when New Form 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 KwesForms integrations.
Get All Websites
Retrieve all websites in your account.
Get Website Details
Get detailed information for a specific website.
Create Website
Create a new website with a given name.
Create Form
Create a new form for a selected website.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
To start, connect both your KwesForms and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in KwesForms triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how KwesForms 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 KwesForms 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 KwesForms 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 KwesForms
KwesForms is a powerful tool for creating and managing forms with ease. It offers advanced features like form validation, spam protection, and seamless integration with various platforms, making it ideal for businesses and developers looking to streamline their data collection processes.
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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