Automate anything with mydocsafe & heartbeat Integrations!

When this happens

Triggers

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Document is Signed

Triggers when a document is signed by all required parties.

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Form is submitted

Triggers when a form is submitted

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Esign is Rejected

Triggers when a esign is rejected

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Sign Request Sent

Triggers when a document sign request is sent.

heartbeat
New Event

Triggers when new events are created.

heartbeat
New Thread

Triggers when the new thread is created.

heartbeat
On group join

Triggers when a user joins a group

heartbeat
New User

Triggers when a new user joins your community through an invitation link.

heartbeat
New Event Rsvp

Triggers when the user RSVP'd "Yes" OR confirms the event invitation.

heartbeat
Course completed

Triggers when course is completed

Do this

Actions

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Create a Folder

Create Folder in a specific parent folder

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Create a Portal

Create a Portal in a Portal Group

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Create a Portal Group

heartbeat
Add user to group

Add members to a group.

heartbeat
Create a Group

Creates a new Group in your Heartbeat community.

heartbeat
Remove User from Group

Remove members from a group.

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Find User

Find the user by their E-mail id.

heartbeat
Create a Channel

Creates a new Channel in your Heartbeat community.

heartbeat
Create a Thread

Creates a new thread.

heartbeat
Create a Comment

Creates a new comment in your community.

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Create a Event

Creates a new Event in your Heartbeat community

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Deactivate User

Remove a user from the Heartbeat community. The user will no longer have access to the community.

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Invite Users

Create an invitation link in the Heartbeat community for users to join. Pre-approved links are automatically accepted.

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Send Direct Message

Send a new direct message in your community.

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Heartbeat
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.

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.

Integrations run at

viasocket