Connect Nuclino and MyDocSafe to Build Intelligent Automations
Ready to use Nuclino and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New or Updated Items
Retrieve items from the selected Nuclino workspace that were created or modified since the last check.
New Items
Retrieve items created in the selected workspace within the specified recent time window.
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 Nuclino integrations.
Create an Item
Create a new item or collection in a Nuclino workspace. Optionally provide a title and content; returns the created object's details and URL.
Update Item
Update a Nuclino item's title and/or content using its Item ID.
Delete Item
Permanently deletes a Nuclino item specified by its Item ID.
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 Nuclino and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Nuclino triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Nuclino 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 Nuclino 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 Nuclino 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 Nuclino
Nuclino is a collaborative platform designed to help teams organize and share knowledge efficiently. It offers a seamless way to create, manage, and collaborate on documents and projects in real-time, enhancing team productivity and communication.
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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