Connect MyDocSafe and Un-static to Build Intelligent Automations
Ready to use MyDocSafe and Un-static 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.
New Form
Triggers when a new form is created.
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
List Forms
List all forms in your account.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Un-static accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Un-static (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Un-static. This includes choosing which data fields go into which fields of Un-static, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Un-static 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 Un-static. 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 Un-static
Un-static is a dynamic platform designed to revolutionize the way you manage and interact with your digital content. With a focus on flexibility and innovation, Un-static offers tools to enhance your content creation and management processes, making it easier to adapt to changing needs and trends.
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