Connect MyDocSafe and Intend to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Intend

Automatically do this!

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.

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

List Goals

List Goals

Get all the existing goals

Request a new Action for MyDocSafe

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Intend?

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

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

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

How often does the data sync between MyDocSafe and Intend?

The data sync between MyDocSafe and Intend 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 Intend?

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 Intend?

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

About Intend

Intend is a powerful tool designed to help you set, track, and achieve your goals efficiently. Whether you're managing personal objectives or professional milestones, Intend provides a streamlined platform to keep you focused and motivated.

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