Connect MyDocSafe and Affinda 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!
Upload a Document for Parsing
Create a Collection
Create a Workspace
Create a New Organization
Update a Workspace
Update an Organization
Delete a Collection
Update a Collection
Delete an Organization
Delete a Workspace
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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.
Document Validation Completed
Triggers when a document get validated
Document Rejected
When a document get rejected
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
Upload a Document for Parsing
Upload a new document for parsing.
Create a Collection
Create a new collection.
Create a Workspace
Creates a new workspace.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Affinda accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Affinda (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Affinda. This includes choosing which data fields go into which fields of Affinda, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Affinda 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 Affinda. 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 Affinda
Affinda is an AI-powered Document Parsing solution provider for the automation of high-volume document workflow including emails, contracts, invoices, forms, financial statements, and more.
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