Connect Tomorrow and MyDocSafe to Build Intelligent Automations
Ready to use Tomorrow 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 Tomorrow integrations.
List Locations
Get all Location in Tomorrow.
List Insights
Get all Insights in tomorrow.
List alerts
Get all alerts in tomorrow.
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 Tomorrow and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Tomorrow triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Tomorrow 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 Tomorrow 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 Tomorrow 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 Tomorrow
Tomorrow is a forward-thinking platform designed to help you plan and prepare for the future. Whether it's financial planning, career development, or personal growth, Tomorrow provides the tools and resources you need to make informed decisions and achieve your long-term goals.
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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