Connect PollPe and MyDocSafe to Build Intelligent Automations

Choose a Trigger

PollPe

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use PollPe and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Form Submitted

Form Submitted

Runs when form is submitted.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for PollPe

Do thisActions

Action is the task that follows automatically within your PollPe integrations.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Request a new Action for PollPe

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Frequently Asked Questions

How do I start an integration between PollPe and MyDocSafe?

To start, connect both your PollPe and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in PollPe triggers actions in MyDocSafe (or vice versa).

Can we customize how data from PollPe is recorded in MyDocSafe?

Absolutely. You can customize how PollPe 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.

How often does the data sync between PollPe and MyDocSafe?

The data sync between PollPe and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from PollPe to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between PollPe and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between PollPe 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.

PollPe

About PollPe

PollPe is an innovative platform designed to create, distribute, and analyze polls and surveys with ease. It offers robust tools for gathering insights and feedback from your audience, making it ideal for businesses, educators, and researchers.

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MyDocSafe

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.

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