Connect MyDocSafe and AgentX 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 Conversation With Agent
Start Chat And Send Message
Send Message to Conversation
List Agents
List Agent Conversations
List Workforces
Create Conversation With AI Workforce
Ready to use MyDocSafe and AgentX 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.
New Conversation
Triggers when New Conversation Started With an Agent.
Get recent messages
Retrieves messages from the selected conversation posted in the last few minutes.
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 Conversation With Agent
Start a new chat with an agent
Start Chat And Send Message
Start chat and send message
Send Message to Conversation
Send a message from Agent
Know More About Mydocsafe and Agentx Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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Frequently Asked Questions
To start, connect both your MyDocSafe and AgentX accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in AgentX (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in AgentX. This includes choosing which data fields go into which fields of AgentX, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and AgentX 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 AgentX. 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 AgentX
AgentX is a versatile platform designed to streamline and enhance your workflow with powerful automation and integration capabilities.
Learn More
