Connect MyDocSafe and Deskpro to Build Intelligent Automations

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MyDocSafe

When this happens...

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Deskpro

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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.

New Organization

New Organization

This trigger checks for newly created organizations in Deskpro on a scheduled interval (e.g., every 5 or 15 minutes).

New Person Added

New Person Added

This trigger automatically checks for new people (users) added to your Deskpro account on a regular schedule (e.g., every 5 or 15 minutes).

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

Create Brand

Create Brand

Create a Breand in Deskpro

Create Ticket

Create Ticket

Create a new Deskpro support ticket with subject, requester email, message (HTML or text), context (agent/user), and status.

Create Organization

Create Organization

Create a new organization in Deskpro, optionally setting parent org, labels, summary, picture, phone number, and primary contact.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Deskpro?

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

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

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

How often does the data sync between MyDocSafe and Deskpro?

The data sync between MyDocSafe and Deskpro 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 Deskpro?

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 Deskpro?

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

About Deskpro

Deskpro is a web-based helpdesk software with multiple channel support.

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