
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent

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When this happensTriggers
A trigger is an event that starts a workflow.
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.
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Insert one or more pages into an existing PDF file.
Extract age, job title, company, and other custom fields from any text.
Find closest matches for a query in a list using AI.

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To start, connect both your MyDocSafe and 0codekit accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in 0codekit (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in 0codekit. This includes choosing which data fields go into which fields of 0codekit, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and 0codekit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and 0codekit. 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.
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 More0codekit is a versatile platform designed to streamline the development process by providing a suite of tools for coding, debugging, and deployment. Ideal for developers seeking efficiency and precision in their projects.
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