Connect MyDocSafe and 50 agents to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
create meeting bot
Create Work Item
Receive Data From Trigger
Ready to use MyDocSafe and 50 agents automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Work Item Is Created
Runs when a work item is created in chat.walkover.in, allowing automatic meeting scheduling or team notifications.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
create meeting bot
This action will create a bot in assistant and that bot will join the meeting and record the meeting and key points from the meeting
Create Work Item
Creates a work item to schedule and manage meetings on chat.walkover.in.
Receive Data From Trigger
Receive data from trigger
Know More About Mydocsafe and 50agents Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and 50 agents accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in 50 agents (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in 50 agents. This includes choosing which data fields go into which fields of 50 agents, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and 50 agents 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 50 agents. 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.
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 MoreAbout 50 agents
Facilitate seamless scheduling and management of meetings through the chat.walkover.in platform, enhancing team collaboration and communication.
Learn More
