Connect PDF Munk and MyDocSafe to Build Intelligent Automations
Ready to use PDF Munk and MyDocSafe 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 PDF Munk integrations.
Capture Website Screenshot Into Image
Capture Screenshot of a Website URL into an image.
Convert HTML to Image
Converts HTML/CSS content to a Image
Capture Website Screenshot Into PDF
Converts a URL to a PDF file with customizable options
Convert HTML to PDF
Converts HTML/CSS content to a PDF file with customizable options.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
To start, connect both your PDF Munk and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in PDF Munk triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how PDF Munk 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 PDF Munk 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 PDF Munk 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 PDF Munk
PDF Munk is a versatile tool designed to simplify the management and manipulation of PDF documents. It offers a range of features including PDF conversion, editing, merging, and splitting, making it an essential tool for both personal and professional use. With its user-friendly interface, PDF Munk streamlines document handling, ensuring efficiency and productivity.
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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