Connect MyDocSafe and V7 Go 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 Project
Create a New Session
Delete Project
Update Project
Create an export
Delete an Export
Ready to use MyDocSafe and V7 Go automations
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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.
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 Project
Creates a new project.
Create a New Session
Create a new session
Delete Project
Delete a project.
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Frequently Asked Questions
To start, connect both your MyDocSafe and V7 Go accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in V7 Go (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in V7 Go. This includes choosing which data fields go into which fields of V7 Go, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and V7 Go 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 V7 Go. 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 V7 Go
V7 Go is a cutting-edge platform designed for AI-driven image and video annotation, streamlining the process of training machine learning models. It offers advanced tools for data labeling, management, and collaboration, making it an essential resource for developers and data scientists working on computer vision projects.
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