Integrations identitycheck MyDocSafe
identitycheck + MyDocSafe

Connect identitycheck and MyDocSafe to Build Intelligent Automations

Choose a Trigger

identitycheck

When this happens...

Choose an Action

MyDocSafe

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Enable Integrations or automations with these events of identitycheck and MyDocSafe

Enable Integrations or automations with these events of identitycheck and MyDocSafe

Triggers

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.

Request a new Trigger for identitycheck

Actions

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

Request a new Action for identitycheck

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Frequently Asked Questions

How do I start an integration between identitycheck and MyDocSafe?

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

Can we customize how data from identitycheck is recorded in MyDocSafe?

Absolutely. You can customize how identitycheck 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 identitycheck and MyDocSafe?

The data sync between identitycheck 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 identitycheck 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 identitycheck and MyDocSafe?

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

identitycheck

About identitycheck

IdentityCheck verifies the identity of your contacts

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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.

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