Connect MyDocSafe and cin7 core to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

cin7 core

Automatically do this!

Enable Integrations or automations with these events of MyDocSafe and cin7 core

Enable Integrations or automations with these events of MyDocSafe and cin7 core

Triggers

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for MyDocSafe

Actions

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Request a new Action for MyDocSafe

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Frequently Asked Questions

How do I start an integration between MyDocSafe and cin7 core?

To start, connect both your MyDocSafe and cin7 core accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in cin7 core (or vice versa).

Can we customize how data from MyDocSafe is recorded in cin7 core?

Absolutely. You can customize how MyDocSafe data is recorded in cin7 core. This includes choosing which data fields go into which fields of cin7 core, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and cin7 core?

The data sync between MyDocSafe and cin7 core typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to cin7 core?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and cin7 core?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and cin7 core. 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

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.

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cin7 core

About cin7 core

Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.

Learn More