Create integrations between MyDocSafe and ConvertKit
Create a Folder in Mydocsafe when New Form Subscriber in Convertkit
Create a Portal in Mydocsafe when New Form Subscriber in Convertkit
Create a Portal Group in Mydocsafe when New Form Subscriber in Convertkit
Create a Folder in Mydocsafe when Purchase Create in Convertkit
Create a Portal in Mydocsafe when Purchase Create in Convertkit
Create a Portal Group in Mydocsafe when Purchase Create in Convertkit
Create a Folder in Mydocsafe when New Tag Subscriber in Convertkit
Create a Portal in Mydocsafe when New Tag Subscriber in Convertkit
Create a Portal Group in Mydocsafe when New Tag Subscriber in Convertkit
Create a Folder in Mydocsafe when New Unsubscribe in Convertkit
Automate anything with convertkit & mydocsafe Integrations!
When this happens
Triggers
New Form Subscriber
Triggers when a subscription occurs to a specific form
Purchase Create
Triggers when a new purchase is added to your account.
New Tag Subscriber
Triggers when a specific tag is added to a subscriber
New Unsubscribe
Triggers when a subscriber unsubscribes from your email.
New Subscriber
Triggers when a new subscriber is added to your account
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 is Sent
Triggers when a sign request is sent
Do this
Actions
Assign a Tag
this action will help to assign a tag
Find subscriber
Find subscriber via email
Add Subscriber To Form
Subscribe someone to a specific form
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
Integrations run at
