Connect MyDocSafe and mentortools to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

mentortools

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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.

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

Get Courses

Get Courses

Get simplified list of courses

Create Courses

Create Courses

Total Courses

Total Courses

Get total count of courses

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Frequently Asked Questions

How do I start an integration between MyDocSafe and mentortools?

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

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

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

How often does the data sync between MyDocSafe and mentortools?

The data sync between MyDocSafe and mentortools 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 mentortools?

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 mentortools?

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

About mentortools

Mentortools is a platform designed to facilitate online learning and mentorship programs. It provides tools for creating, managing, and delivering educational content, making it easier for mentors and educators to connect with learners and track their progress.

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