Connect MyDocSafe and inksprout to Build Intelligent Automations

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MyDocSafe

When this happens...

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inksprout

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

New Draft

New Draft

Triggered when you creates a summary and hit save, this will gets triggered.

Request a new Trigger for MyDocSafe

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Create a Summary

Create a Summary

Creates a summary of a given url.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and inksprout?

To start, connect both your MyDocSafe and inksprout accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in inksprout (or vice versa).

Can we customize how data from MyDocSafe is recorded in inksprout?

Absolutely. You can customize how MyDocSafe data is recorded in inksprout. This includes choosing which data fields go into which fields of inksprout, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and inksprout?

The data sync between MyDocSafe and inksprout typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to inksprout?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and inksprout?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and inksprout. 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.

MyDocSafe

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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inksprout

About inksprout

Inksprout is a platform designed to streamline and enhance your social media marketing efforts. It provides tools for creating engaging content, scheduling posts, and analyzing performance to optimize your social media strategy.

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