
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent

Automatically do this!
Create Session
Terminate Session
Create New Browser Window
Load URL
Click an Element
Get Browser Window Info
Smart Scrape
Take Screenshot
Page Query
List Sessions
List Automations
List Files
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Creates an Airtop browser session.
Terminate a session
Creates a new browser window inside a session. Can load a URL when created.

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To start, connect both your MyDocSafe and Airtop accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Airtop (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Airtop. This includes choosing which data fields go into which fields of Airtop, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Airtop 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 Airtop. 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 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 MoreAirtop is an innovative AI-powered platform designed to enhance productivity and streamline workflows. By leveraging advanced artificial intelligence technologies, Airtop offers tools and solutions that cater to various business needs, enabling users to automate tasks, analyze data, and improve decision-making processes.
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