Connect MyDocSafe and Clientjoy 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!
List all Workspaces
List Workspace Owners
List All Taxes
List All Currencies
List All Customers
List All Invoices
Record Invoice Payment
Ready to use MyDocSafe and Clientjoy 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 Invoice is created ON HOLD
Triggers when a new invoice in created.
New Customer is added
Triggers when a new customer is added.
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
List all Workspaces
Get list of all existing workspaces.
List Workspace Owners
Show all workspace owners
List All Taxes
Get list of all existing taxes in a workspace.
Know More About Mydocsafe and Clientjoy Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and Clientjoy accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Clientjoy (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Clientjoy. This includes choosing which data fields go into which fields of Clientjoy, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Clientjoy 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 Clientjoy. 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 Clientjoy
Agencyjoy applications include client onboarding, project management, invoicing, and communication tools. It enables efficient organization, enhancing client relationships, and optimizing workflows, thereby helping agencies deliver better services and improve overall productivity in the digital marketing and creative sectors.
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