Connect MyDocSafe and FreJun to Build Intelligent Automations
Ready to use MyDocSafe and FreJun 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.
Call Status
Triggers whenever a call's status changes throughout it's lifecycle.
Call Recording
Triggers when the call recording is ready to be fetched/played.
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
Get Call Records
Get Call Records
Initiate Call
Initiates a call to the specified candidate
Create Contact List
Create a new contact list.
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Frequently Asked Questions
To start, connect both your MyDocSafe and FreJun accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in FreJun (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in FreJun. This includes choosing which data fields go into which fields of FreJun, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and FreJun 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 FreJun. 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 FreJun
FreJun is an excellent platform for calling & maintaining records of calls. The product is user friendly with great analytics on reports which makes calling more productive. My most liked feature is its integration with several other platforms, virtual business number & WhatsApp option.
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