Connect MyDocSafe and Heartbeat 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!
Add user to group
Create a Group
Remove User from Group
Find User
Create a Channel
Create a Thread
Create a Comment
Create a Event
Deactivate User
Invite Users
Send Direct Message
Create User
List users
Get User
Get Notification
List Channel Categories
List Channels
Get Channel Thread
Get Thread
List Events
List Invitations
List Roles
List Groups
Ready to use MyDocSafe and Heartbeat 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 Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
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
Add user to group
Add members to a group.
Create a Group
Creates a new Group in your Heartbeat community.
Remove User from Group
Remove members from a group.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Heartbeat accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Heartbeat (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Heartbeat. This includes choosing which data fields go into which fields of Heartbeat, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Heartbeat 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 Heartbeat. 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 Heartbeat
Heartbeat is a platform designed to facilitate community building and engagement through chat and collaboration tools. It provides features for creating and managing online communities, enabling seamless communication and interaction among members.
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