
When this happens...
New Job
Job Failed
Job Finished

Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new job is created.
Triggers when a job failed.
Triggers when a job finished.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Action is the task that follows automatically within your Cloudconvert integrations.
Converts a file from one format to another using CloudConvert's conversion options.
Create Folder in a specific parent folder
Create a Portal in a Portal Group

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To start, connect both your Cloudconvert and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Cloudconvert triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Cloudconvert 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 Cloudconvert 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 Cloudconvert 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.
Cloudconvert is a versatile online file conversion tool that supports a wide range of file formats. It allows users to convert files from one format to another seamlessly, making it an essential tool for anyone needing quick and reliable file conversions.
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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