Add new record in Memory when Document is Signed in Mydocsafe
Find record in Memory when Document is Signed in Mydocsafe
Update a record in Memory when Document is Signed in Mydocsafe
Update record using filter in Memory when Document is Signed in Mydocsafe
Delete record by Id in Memory when Document is Signed in Mydocsafe
Create or update record in Memory when Document is Signed in Mydocsafe
Add new record in Memory when Form is submitted in Mydocsafe
Find record in Memory when Form is submitted in Mydocsafe
Update a record in Memory when Form is submitted in Mydocsafe
Update record using filter in Memory when Form is submitted in Mydocsafe
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Store new data seamlessly within your workflow using the Create action. Whether you're saving configurations, flags, or other crucial information, this action securely adds data to your MongoDB-based storage, ready for use in your automation flow.
Effortlessly access stored data with the Read action. Retrieve any saved information at any point in your flow to support decision-making and trigger subsequent actions based on the retrieved data.
Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.
Refine and update multiple records at once with the Update by Filter action. Use filters to target specific criteria, making bulk updates to all matching entries within your storage, enhancing efficiency and control in your workflow.
Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.
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A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.
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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