Connect MyDocSafe and Fullenrich to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Start Bulk Enrichment
Fetch Enrichment Results
Ready to use MyDocSafe and Fullenrich 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.
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
Start Bulk Enrichment
Starts a bulk contact enrichment job to find emails and phone numbers for the provided contacts.
Fetch Enrichment Results
Retrieve results for a bulk contact enrichment job by its ID. Returns enrichment data when complete or a message if the job is still processing.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Fullenrich accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Fullenrich (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Fullenrich. This includes choosing which data fields go into which fields of Fullenrich, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Fullenrich 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 Fullenrich. 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 Fullenrich
Fullenrich is a comprehensive platform designed to enhance and streamline business processes, focusing on improving efficiency and productivity across various sectors. It offers tools and solutions that cater to the needs of businesses looking to optimize their operations and achieve better results.
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