Connect LiveAgent and MyDocSafe to Build Intelligent Automations

Choose a Trigger

LiveAgent

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use LiveAgent and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is added.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for LiveAgent

Do thisActions

Action is the task that follows automatically within your LiveAgent integrations.

List Customers

List Customers

Get details of all customers.

List Conversations

List Conversations

Get details of all conversations.

Add New Customer

Add New Customer

Add new customer in LiveAgent.

Add Customer to Group

Add Customer to Group

Add a customer to an existing group.

Remove Customer From Group

Remove Customer From Group

Removes customer form a particular group.

List Companies

List Companies

Retrieve list of companies

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Frequently Asked Questions

How do I start an integration between LiveAgent and MyDocSafe?

To start, connect both your LiveAgent and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in MyDocSafe (or vice versa).

Can we customize how data from LiveAgent is recorded in MyDocSafe?

Absolutely. You can customize how LiveAgent 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.

How often does the data sync between LiveAgent and MyDocSafe?

The data sync between LiveAgent and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from LiveAgent to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between LiveAgent and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between LiveAgent 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.

LiveAgent

About LiveAgent

LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.

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MyDocSafe

About 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.

Learn More