Connect Bika.ai and MyDocSafe to Build Intelligent Automations

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Bika.ai

When this happens...

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MyDocSafe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

On Form Submitted

On Form Submitted

Triggered upon creation and submission of a new form.

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.

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Do thisActions

Action is the task that follows automatically within your Bika.ai integrations.

Create Role

Create Role

Create Role

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

Create a Portal Group

Create a Portal Group

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Frequently Asked Questions

How do I start an integration between Bika.ai and MyDocSafe?

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

Can we customize how data from Bika.ai is recorded in MyDocSafe?

Absolutely. You can customize how Bika.ai 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 Bika.ai and MyDocSafe?

The data sync between Bika.ai 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 Bika.ai 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 Bika.ai and MyDocSafe?

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

Bika.ai

About Bika.ai

Bika.ai is an innovative platform leveraging artificial intelligence to enhance business processes and decision-making. It offers AI-driven solutions that help organizations automate tasks, analyze data, and gain insights to improve efficiency and productivity.

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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