Connect Napkin and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Napkin
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Napkin and MyDocSafe automations
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 Napkin integrations.
Create Visual
Create a visual from prompt
Check Visual Request Status
Get status of a visual request
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your Napkin and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Napkin triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Napkin 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 Napkin 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 Napkin 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 Napkin
Napkin is an AI-powered tool designed to help users capture, organize, and connect their ideas seamlessly. It leverages artificial intelligence to enhance creativity and productivity by providing intuitive ways to manage thoughts and insights.
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.
Learn More
