Connect tawk.to and MyDocSafe to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Visitor Starts Chat

Visitor Starts Chat

Runs when a visitor begins a chat on the selected Tawk.to property.

Chat Ends

Chat Ends

Runs when an active Tawk.to chat ends for the selected property.

New Chat Transcript Arrives

New Chat Transcript Arrives

Runs when a new chat transcript is saved for the selected Tawk.to property.

Create Chat Ticket

Create Chat Ticket

Creates a support ticket in Tawk.to for a chat on the selected property.

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

Do thisActions

Action is the task that follows automatically within your tawk.to integrations.

Create Tawk.to Site

Create Tawk.to Site

Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.

List Properties

List Properties

Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.

Create Chat Widget

Create Chat Widget

Creates a new chat widget for a selected Tawk.to property so visitors can message you.

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

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Frequently Asked Questions

How do I start an integration between tawk.to and MyDocSafe?

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

Can we customize how data from tawk.to is recorded in MyDocSafe?

Absolutely. You can customize how tawk.to 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 tawk.to and MyDocSafe?

The data sync between tawk.to 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 tawk.to 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 tawk.to and MyDocSafe?

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

tawk.to

About tawk.to

tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.

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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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