Connect MyDocSafe and go1 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!
- Request a new Action for go1
Enable Integrations or automations with these events of MyDocSafe and go1
Enable Integrations or automations with these events of MyDocSafe and go1
Triggers
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.
Actions
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your MyDocSafe and go1 accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in go1 (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in go1. This includes choosing which data fields go into which fields of go1, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and go1 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 go1. 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 go1
Go1 is a leading edtech company with a mission to unlock positive potential through a love for learning. Find exactly what you're looking for with our comprehensive learning and development library featuring hundreds of thousands of resources from the world's best providers.
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