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
Automate anything with heartbeat & mydocsafe Integrations!
When this happens
Triggers
New Event
Triggers when new events are created.
New Thread
Triggers when the new thread is created.
On group join
Triggers when a user joins a group
New User
Triggers when a new user joins your community through an invitation link.
New Event Rsvp
Triggers when the user RSVP'd "Yes" OR confirms the event invitation.
Course completed
Triggers when course is completed
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.
Do this
Actions
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.
Find User
Find the user by their E-mail id.
Create a Channel
Creates a new Channel in your Heartbeat community.
Create a Thread
Creates a new thread.
Create a Comment
Creates a new comment in your community.
Create a Event
Creates a new Event in your Heartbeat community
Deactivate User
Remove a user from the Heartbeat community. The user will no longer have access to the community.
Invite Users
Create an invitation link in the Heartbeat community for users to join. Pre-approved links are automatically accepted.
Send Direct Message
Send a new direct message in your community.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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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.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
Integrations run at
