Connect MyDocSafe and klaxoon 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!
List All Boards
Create Board
Create Idea in Board
Find Board
Find Category in Board
Find Color in Board
Find Dimension in Board
Find Idea in Board
Update Idea in Board
Ready to use MyDocSafe and klaxoon 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.
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
List All Boards
Get all existing boards.
Create Board
Creates a Board.
Create Idea in Board
Creates a new Idea in a Board.
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Frequently Asked Questions
To start, connect both your MyDocSafe and klaxoon accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in klaxoon (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in klaxoon. This includes choosing which data fields go into which fields of klaxoon, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and klaxoon 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 klaxoon. 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 klaxoon
Whether on-site, remotely or hybrid, Klaxoon technologies help you think, collaborate and move forward in a simple and super-productive way.
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