Connect MyDocSafe and Chatlease to Build Intelligent Automations
Ready to use MyDocSafe and Chatlease 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.
New AI Agent Crawled URLs
Triggered when a new AI agent crawled URLs is added.
New Conversations of AI Agent
Triggered when a new conversations of AI agent is created.
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
Message Chatbot
Message your Chatbot and Get a Response
Create User
Create a new user.
Add URLs
Add URLs to AI Agent.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Chatlease accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Chatlease (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Chatlease. This includes choosing which data fields go into which fields of Chatlease, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Chatlease 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 Chatlease. 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 Chatlease
Chatlease is an AI-powered platform designed to enhance communication and customer interaction through intelligent chat solutions. It leverages artificial intelligence to provide seamless and efficient chat experiences, making it ideal for businesses looking to improve customer support and engagement.
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