Connect MyDocSafe and ConvertApi to Build Intelligent Automations

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MyDocSafe

When this happens...

Choose an Action

ConvertApi

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

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Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

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

Get User Info

Get User Info

Retrieve ConvertAPI account details including email, API key, conversion usage, and account status.

Convert DOCX to PDF

Convert DOCX to PDF

Convert a publicly accessible DOCX file URL into a PDF and return the generated PDF download URL.

Convert PDF to JPG

Convert PDF to JPG

Convert a public PDF URL into JPG image(s) and return downloadable JPG file URL(s).

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Frequently Asked Questions

How do I start an integration between MyDocSafe and ConvertApi?

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

Can we customize how data from MyDocSafe is recorded in ConvertApi?

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

How often does the data sync between MyDocSafe and ConvertApi?

The data sync between MyDocSafe and ConvertApi 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 ConvertApi?

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 ConvertApi?

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

About ConvertApi

ConvertApi is a powerful online tool that provides a wide range of file conversion services. It allows users to convert various file formats such as documents, images, and PDFs with ease and efficiency. The platform is designed to handle complex conversion tasks, making it an ideal solution for businesses and individuals who need to convert files quickly and accurately.

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