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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.

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To start, connect both your MyDocSafe and Discourse accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Discourse (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Discourse. This includes choosing which data fields go into which fields of Discourse, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Discourse 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 Discourse. 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 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 MoreDiscourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.
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