Connect Wotnot and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Wotnot

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Wotnot and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Bot Created

Bot Created

Triggers when a new bot is created.

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

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for Wotnot

Do thisActions

Action is the task that follows automatically within your Wotnot integrations.

Search Bots

Search Bots

Search bots.

Create Bot

Create Bot

Creates a new bot.

Fetch Bot Flow

Fetch Bot Flow

Gets the complete flow configuration of a bot.

Create knowledge base with domain data source

Create knowledge base with domain data source

Creates a knowledge base with domain data source.

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

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Frequently Asked Questions

How do I start an integration between Wotnot and MyDocSafe?

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

Can we customize how data from Wotnot is recorded in MyDocSafe?

Absolutely. You can customize how Wotnot 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 Wotnot and MyDocSafe?

The data sync between Wotnot 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 Wotnot 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 Wotnot and MyDocSafe?

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

Wotnot

About Wotnot

It's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.

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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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