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Create integrations between Heartbeat and MyDocSafe
Create a Folder in Mydocsafe when New Event in Heartbeat
Create a Portal in Mydocsafe when New Event in Heartbeat
Create a Portal Group in Mydocsafe when New Event in Heartbeat
Create a Folder in Mydocsafe when New Thread in Heartbeat
Create a Portal in Mydocsafe when New Thread in Heartbeat
Create a Portal Group in Mydocsafe when New Thread in Heartbeat
Create a Folder in Mydocsafe when On group join in Heartbeat
Create a Portal in Mydocsafe when On group join in Heartbeat
Create a Portal Group in Mydocsafe when On group join in Heartbeat
Create a Folder in Mydocsafe when New User in Heartbeat
Actions and Triggers
When this happensTriggers
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
New or Updated User
Triggers when a new user joins your community or their information is updated.
Do thisActions
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
Find User
Find the user by their E-mail id.
Create a Channel
Creates a new Channel in your Heartbeat community.
Create a Thread
Creates a new thread.
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Frequently Asked Questions
About Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
Learn More
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
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