Connect Letta and MyDocSafe to Build Intelligent Automations
Ready to use Letta and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Agents
Show agents created since a specified time, newest first.
New Folders
Show folders created within a recent time window (default 15 minutes).
New Messages
runs when new message arrives
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
Do thisActions
Action is the task that follows automatically within your Letta integrations.
Create Agent
Create a new Letta agent with a name, model, type, tags, and optional tool and context settings.
Send message to Letta agent
Send a message to a Letta agent so they can read and reply.
Save memory to Letta
Store text as a Letta agent's long-term memory and optionally add tags for organization.
Create Folder
Create a new folder in Letta with a name, optional description, and usage instructions.
Create Archive
Create a new archive by providing a unique name and optional description to store conversations and related content.
Create identity
Create a person, organization, or other identity in Letta for tracking and management.
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Frequently Asked Questions
To start, connect both your Letta and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Letta triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Letta 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 Letta 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 Letta 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 Letta
Letta is a comprehensive platform designed to streamline communication and enhance productivity for teams and businesses. With a focus on seamless collaboration, Letta offers tools for efficient messaging, file sharing, and project management, making it an ideal choice for organizations looking to improve their workflow and connectivity.
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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