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Integrations MyDocSafe Lyzr
MyDocSafe + Lyzr

Connect MyDocSafe and Lyzr to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Lyzr

Automatically do this!

Ready to use MyDocSafe and Lyzr automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Social Media Post Creation and Scheduling Across Multiple Platforms

trigger
app icon
app icon
app icon
app icon
app icon
app icon
app icon
When
Default app icon
Google Sheets
Runs Every 15 Minutes
Do
IF
    • Instagram
      Workflow step icon
      Instagram Caption
      Workflow step icon
      Generate Image
      Workflow step icon
      Publish Photo with Tagging
      Add Step
    • Youtube
      Workflow step icon
      Youtube Video Script
      Workflow step icon
      Youtube Description Video
      Workflow step icon
      Create an Avatar Video
      Workflow step icon
      Delay
      Workflow step icon
      Retrieve Shareable Link for a Video1
      Workflow step icon
      Upload Video
      Add Step
    • Twitter
      Workflow step icon
      Twitter Tweet
      Workflow step icon
      Post a Tweet
      Add Step
    • Linkedin
      Workflow step icon
      Linkedin Article
      Workflow step icon
      Create a linkedin Article or URL post
      Add Step
Continue from here
cmnt9r1ZY8HG
View Template

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

Create User

Create User

Create a user.

Update user

Update user

Update a user in Lyze.

Request a new Action for MyDocSafe

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Lyzr?

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

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

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

How often does the data sync between MyDocSafe and Lyzr?

The data sync between MyDocSafe and Lyzr 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 Lyzr?

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 Lyzr?

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

Document ManagementE-Signature
Learn More
Lyzr

About Lyzr

Lyzr is an advanced AI-driven platform designed to provide businesses with powerful analytics and insights. By leveraging cutting-edge artificial intelligence technologies, Lyzr helps organizations make data-driven decisions, optimize operations, and enhance overall performance. The platform is ideal for companies looking to harness the power of AI to gain a competitive edge in their industry.

AI ToolsAnalytics
Learn More

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