Connect Xperiencify and MyDocSafe to Build Intelligent Automations
Ready to use Xperiencify 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 Xperiencify integrations.
Add Student to a Course
Add student to a existing course.
Search Student
Retrieve the details of student by its email address.
Update Student Info
Update a student’s details using their email address.
Remove Student From Course
Remove the student from a specific course.
Remove Student From All Course
Remove a student from all courses.
Add Tag to Student
Assign one or more tags to a student.
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Frequently Asked Questions
To start, connect both your Xperiencify and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Xperiencify triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Xperiencify 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 Xperiencify 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 Xperiencify 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 Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
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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