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When this happensTriggers
A trigger is an event that starts a workflow.
Trigger when New Room is created
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Action is the task that follows automatically within your AskHandle integrations.
Get all Rooms Detail
Create a Room
Get all Keyoword Notification in AskHandle.
Get all leads in AskHandle.
Create Folder in a specific parent folder
Create a Portal in a Portal Group

Learn to handle document management with MyDocspace and viaSocket integration. This article offers practical tips and steps to streamline workflows and boost collaboration efficiently.

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
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).
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.
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.
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 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 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.
Learn MoreMyDocSafe 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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