Connect MyDocSafe and Gladia AI to Build Intelligent Automations

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MyDocSafe

When this happens...

Choose an Action

Gladia AI

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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.

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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 Transcription

Create Transcription

Creates a Transcription.

Delete Transciption

Delete Transciption

Delete an Existing Transcription.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Gladia AI?

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

Can we customize how data from MyDocSafe is recorded in Gladia AI?

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

How often does the data sync between MyDocSafe and Gladia AI?

The data sync between MyDocSafe and Gladia AI 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 Gladia AI?

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 Gladia AI?

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

About Gladia AI

Gladia AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various industries. It offers tools and services that enhance productivity, automate processes, and deliver insightful analytics, making it an essential resource for businesses looking to integrate AI into their operations.

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