Connect AskHandle and MyDocSafe to Build Intelligent Automations

Choose a Trigger

AskHandle

When this happens...

Choose an Action

MyDocSafe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Room

New Room

Trigger when New Room 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 AskHandle

Do thisActions

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

Get all Rooms Detail

Get all Rooms Detail

Get all Rooms Detail

Create a Room

Create a Room

Create a Room

Get Keyword Notification

Get Keyword Notification

Get all Keyoword Notification in AskHandle.

Get leads

Get leads

Get all leads in AskHandle.

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 AskHandle and MyDocSafe?

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

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

Absolutely. You can customize how AskHandle 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 AskHandle and MyDocSafe?

The data sync between AskHandle 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 AskHandle 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 AskHandle and MyDocSafe?

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

AskHandle

About AskHandle

AskHandle is a versatile platform designed to streamline customer support and enhance communication between businesses and their clients. It offers a range of tools to manage inquiries, provide timely responses, and ensure customer satisfaction. With its user-friendly interface, businesses can efficiently handle customer queries and improve their overall support experience.

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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.

Learn More