Automate anything with mydocsafe & agiled Integrations!

When this happens

Triggers

mydocsafe
Document is Signed

Triggers when a document is signed by all required parties.

mydocsafe
Form is submitted

Triggers when a form is submitted

mydocsafe
Esign is Rejected

Triggers when a esign is rejected

mydocsafe
Sign Request Sent

Triggers when a document sign request is sent.

Do this

Actions

mydocsafe
Create a Folder

Create Folder in a specific parent folder

mydocsafe
Create a Portal

Create a Portal in a Portal Group

mydocsafe
Create a Portal Group

agiled
Add Product

Use this action to add products in agiled.app

agiled
Add Project

Use this action to add Projects in agiled.app

agiled
Create Contact

Create a contact with role lead

agiled
Create Expense

create a expense in agiled.app

agiled
Create a Task

Create A task in agiled.app

agiled
Add Invoice

Use this action to add invoice in agiled.app

agiled
Update product

use this action to update product in agiled.app

agiled
Update Project

update project in agiled.app

agiled
Create Estimate

Create a new estimate in agiled.app

agiled
Update Contact

Update an existing Contact

agiled
Update Expense

Update an Existing Expense

agiled
Update Task

Update a task in agiled.app

agiled
Update Account

update an existing account in agiled.app

agiled
Add Account

add avvount in agiled.app

agiled
Delete Contact

Delete a contact in agiled.app

agiled
Delete Task

Delete a assigned task in agiled.app

agiled
Delete Invoice

Delete a Invoice in agiled.app

agiled
Delete Estimate

Delete estimate in agiled.app

agiled
Delete Project

Delete project in agiled.app

agiled
Delete Product

Delete a product in agiled.app

agiled
Fine a Project

Find a particular project in agiled.app

agiled
Find a Invoice

Find a particular Invoice in agiled.app

agiled
Find a Task

find a particular task in agiled.app

agiled
Find a product

find particular product in agiled.app

agiled
Find a Account

find particular account in agiled.app

agiled
Delete Account

Delete particular account in agiled.app

agiled
Delete Expense

Delete particular Expense in agiled.app

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Agiled
About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

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.

Integrations run at

viasocket