Connect MyDocSafe and 0codekit to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

0codekit

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 MyDocSafe

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

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

Add pages to PDF

Add pages to PDF

Insert one or more pages into an existing PDF file.

Extract Structured Data From Text

Extract Structured Data From Text

Extract age, job title, company, and other custom fields from any text.

Find Best Fuzzy Match

Find Best Fuzzy Match

Find closest matches for a query in a list using AI.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and 0codekit?

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).

Can we customize how data from MyDocSafe is recorded in 0codekit?

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.

How often does the data sync between MyDocSafe and 0codekit?

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.

Can I filter or transform data before sending it from MyDocSafe to 0codekit?

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 MyDocSafe and 0codekit?

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

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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0codekit

About 0codekit

0codekit 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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