Connect MyDocSafe and GenPage to Build Intelligent Automations
Ready to use MyDocSafe and GenPage 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 MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create or Update Lead
Create a new lead or update an existing lead in GenPage.
Search Lead
Fetch lead from GenPage based on filters like job_id
Get Lead Status
This is used to check the status of a GenPage lead processing job (AI analysis, enrichment, scraping, etc.) using job_id.
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Frequently Asked Questions
To start, connect both your MyDocSafe and GenPage accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in GenPage (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in GenPage. This includes choosing which data fields go into which fields of GenPage, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and GenPage 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 MyDocSafe and GenPage. 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 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 MoreAbout GenPage
GenPage is an AI-powered platform designed to streamline the creation and management of web pages, offering intuitive tools for seamless design and deployment.
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