viasocket
Moxie

Moxie

MyDocSafe

MyDocSafe

Create integrations between Moxie and MyDocSafe

Actions and Triggers

When this happensTriggers

Moxie

Document is Signed

Triggers when a document is signed by all required parties.

Moxie

Form is submitted

Triggers when a form is submitted

Moxie

Esign is Rejected

Triggers when a esign is rejected

Moxie

Sign Request Sent

Triggers when a document sign request is sent.

Do thisActions

Moxie

Create Task

Creates a new task in Moxie.

Moxie

Create Expense

Create an expense in your Moxie accounting records

Moxie

Create Client

Creates a new client record in Hectic

Moxie

Create Form Submission

Create an automated form submission with lead information and custom answers.

Moxie

Create Opportunity

Create a new opportunity in your sales pipeline

Moxie

Create or Update Calendar Event

Create or update a calendar event in the Moxie Homebase calendar

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
Moxie

About Moxie

Moxie is a platform designed to enhance team collaboration and productivity by providing tools for effective communication and project management. It offers features such as task management, team chat, and file sharing to streamline workflows and improve team efficiency.

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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.

Learn More