Connect MyDocSafe and Discourse to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Discourse

Automatically do this!

Ready to use MyDocSafe and Discourse automations

Explore more automations built by businesses and experts

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.

Fetch New Posts

Fetch New Posts

Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).

Request a new Trigger for MyDocSafe

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 Post

Create Post

Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.

Create Discourse User

Create Discourse User

Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.

Request a new Action for MyDocSafe

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between MyDocSafe and Discourse?

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).

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

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.

How often does the data sync between MyDocSafe and Discourse?

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.

Can I filter or transform data before sending it from MyDocSafe to Discourse?

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 Discourse?

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

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 More
Discourse

About Discourse

Discourse 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.

Learn More