Connect MyDocSafe and D-iD 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!
Create Consent
Generate Video Translation
Delete Video Translate
Create Knowledge Base
Create Document
Create Talk
Create Animation
Delete Animation
Ready to use MyDocSafe and D-iD automations
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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 Knowledge Base
Triggers When new Knowledge Base is created.
New Video Translation
Triggers When new Video Translation 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
Create Consent
Creates a Consent.
Generate Video Translation
Generate a Video Translation
Delete Video Translate
Delete an Existing video translate.
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Frequently Asked Questions
To start, connect both your MyDocSafe and D-iD accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in D-iD (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in D-iD. This includes choosing which data fields go into which fields of D-iD, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and D-iD 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 D-iD. 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 D-iD
D-iD is a cutting-edge platform specializing in AI-driven solutions for creating and managing digital identities. It offers advanced tools for generating realistic avatars and digital personas, enhancing user interaction and personalization in various applications.
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