Connect Hedy AI and MyDocSafe
Integrate Hedy AI with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Portal Group in Mydocsafe when Session Ends in Hedy AI
Create a Folder in Mydocsafe when Session Ends in Hedy AI
Create a Portal in Mydocsafe when Session Ends in Hedy AI
Get Session Details from Hedy AI when Esign is Rejected in Mydocsafe
Get Session Details from Hedy AI when Form is submitted in Mydocsafe
Popular Hedy AI + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
Hedy AI
When this happens...
New Highlight Created
Session Ends
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Portal Group in Mydocsafe when Session Ends in Hedy AI
Use this flowCreate a Folder in Mydocsafe when Session Ends in Hedy AI
Use this flowCreate a Portal in Mydocsafe when Session Ends in Hedy AI
Use this flowGet Session Details from Hedy AI when Esign is Rejected in Mydocsafe
Use this flowGet Session Details from Hedy AI when Form is submitted in Mydocsafe
Use this flowGet Highlight Details from Hedy AI when Sign Request Sent via MyDocSafe
Use this flowGet Session Details from Hedy AI when Document is Signed in Mydocsafe
Use this flowGet Highlight Details from Hedy AI when Esign is Rejected in Mydocsafe
Use this flowGet Session Details from Hedy AI when Sign Request Sent via MyDocSafe
Use this flowCreate a Folder in Mydocsafe when New Highlight Created in Hedy AI
Use this flowSupported Triggers & Actions
Everything you can automate between Hedy AI and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
Learn More About Automation
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About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Hedy AI and MyDocSafe accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Hedy AI and MyDocSafe as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach MyDocSafe. No coding required.
Yes. You can set up a workflow where Hedy AI triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in Hedy AI. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Hedy AI and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Hedy AI and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
