Connect VectorShift and MyDocSafe to Build Intelligent Automations
Ready to use VectorShift 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 VectorShift integrations.
Create Pipeline
Creates a new VectorShift pipeline with the provided name and optional description.
List Pipelines
Retrieve the pipelines available to the current user. Optional parameters: include pipelines shared with you and return full pipeline objects instead of only IDs.
Run pipeline
Run a VectorShift pipeline with provided inputs and return the run results.
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 VectorShift and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in VectorShift triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how VectorShift 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 VectorShift 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 VectorShift 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 VectorShift
VectorShift is an advanced AI platform designed to enhance data analysis and visualization. It leverages cutting-edge machine learning algorithms to transform complex datasets into actionable insights, making it an essential tool for businesses looking to optimize their decision-making processes.
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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