Connect MyDocSafe and Cradl AI 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 Documents
Create Dataset
Create Document
List users
List Agent
Create agent
Update agent
Delete agent
Get Agent Run
Ready to use MyDocSafe and Cradl AI 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 Document
Triggers when a new document is created.
New Dataset
Triggers when a new dataset 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
List Documents
Get all existing documents.
Create Dataset
Create a new dataset.
Create Document
Create a new document.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Cradl AI accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Cradl AI (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Cradl AI. This includes choosing which data fields go into which fields of Cradl AI, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Cradl AI 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 Cradl AI. 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 Cradl AI
Cradl AI is a no-code tool for automating document workflows using customized AI - fully automated or with human-in-the-loop validation.
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