Connect Templated and MyDocSafe to Build Intelligent Automations
Ready to use Templated and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Template Created
Runs when New Template Created
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 Templated integrations.
Create Render
Creates a new image with Templated
Merge Renders
Merge multiple renders into a single output
List Templates
List all templates in your account
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 Templated and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Templated triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Templated 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 Templated 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 Templated 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 Templated
Templated offers a wide range of customizable website templates to help you build stunning websites with ease. Perfect for designers, developers, and businesses looking to create a professional online presence.
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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