Connect Simplesat and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Simplesat

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Simplesat and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Simplesat

Do thisActions

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

Get Surveys

Get Surveys

Get surveys in simplesat.

List Questions

List Questions

Get a questions in Simplesat.

Upsert Customer

Upsert Customer

Upserts a customer. Will update existing customer if a customer with the same email address is found. Otherwise will create a new customer.

Create Member

Create Member

Create a new team member in simplesat

Update Customer

Update Customer

Update a customer by ID.

Create/Update Customer

Create/Update Customer

Creates/updates a customer.

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Frequently Asked Questions

How do I start an integration between Simplesat and MyDocSafe?

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

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

Absolutely. You can customize how Simplesat 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 Simplesat and MyDocSafe?

The data sync between Simplesat 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 Simplesat 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 Simplesat and MyDocSafe?

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

Simplesat

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

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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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