Connect MyDocSafe and Habitica 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!
Create User Task
Update Task
Get User's Tags
Create Tag
Update Tag
Delete Tag
Create Party Group
Get Group Details
Update Group
Delete Task
Score a Task
Send Group Message
Ready to use MyDocSafe and Habitica 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.
New User Task
Triggers when a new user task created.
Task Updated
Triggers when a existing task is updated.
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
Create User Task
Create a new task belonging to the user
Update Task
Update the details of an existing task by its ID.
Get User's Tags
Get all tags associated with the user.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Habitica accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Habitica (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Habitica. This includes choosing which data fields go into which fields of Habitica, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Habitica 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 Habitica. 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 Habitica
Habitica is a unique productivity app that turns your daily tasks and goals into a role-playing game. By gamifying your to-do list, Habitica helps you stay motivated and organized, rewarding you with experience points and in-game rewards as you complete tasks. It's an engaging way to build habits and achieve personal and professional goals.
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