Connect VIP metal rich and MyDocSafe to Build Intelligent Automations
Ready to use VIP metal rich 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 VIP metal rich integrations.
Send Text
Send a text message to a phone number
Send Media and File
Send a media or file with message to a phone number
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 VIP metal rich and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in VIP metal rich triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how VIP metal rich 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 VIP metal rich 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 VIP metal rich 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 VIP metal rich
VIP Metal Rich is a platform dedicated to providing insights, resources, and tools for individuals interested in the metal industry and wealth management. It offers a comprehensive suite of services to help users make informed decisions about metal investments and financial growth.
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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