MyDocSafe

Document Management, E-Signature

Heartbeat

Communication, Team Chat

Integrations MyDocSafe Heartbeat

Create integrations between MyDocSafe and Heartbeat

Add user to group in Heartbeat when Document is Signed in Mydocsafe

Create a Group in Heartbeat when Document is Signed in Mydocsafe

Remove User from Group in Heartbeat when Document is Signed in Mydocsafe

Find User in Heartbeat when Document is Signed in Mydocsafe

Create a Channel in Heartbeat when Document is Signed in Mydocsafe

Create a Thread in Heartbeat when Document is Signed in Mydocsafe

Create a Comment in Heartbeat when Document is Signed in Mydocsafe

Create a Event in Heartbeat when Document is Signed in Mydocsafe

Deactivate User in Heartbeat when Document is Signed in Mydocsafe

Invite Users to Heartbeat when Document is Signed in Mydocsafe

Actions and Triggers

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.

New Event

Triggers when new events are created.

New Thread

Triggers when the new thread is created.

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

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.

Know More About
Viasocket Integrations

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

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Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

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How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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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About 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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