Connect MyDocSafe and Edusign to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Edusign

Automatically do this!

Ready to use MyDocSafe and Edusign automations

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 Student

New Student

Trigger when a new student is created.

New Professor

New Professor

Triggers when you want to get all professors from the API.

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 classroom

Create classroom

Create a new classroom.

Create a course

Create a course

Create a new course.

Create Group

Create Group

Creates a Group

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Edusign?

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

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

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

How often does the data sync between MyDocSafe and Edusign?

The data sync between MyDocSafe and Edusign 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 Edusign?

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 Edusign?

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

About Edusign

Digital attendance sheets. Sign online and generate certified documents in seconds.

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