IntegrationsMyDocSafemindStudio
MyDocSafe + mindStudio

Connect MyDocSafe and mindStudio to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

mindStudio

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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.

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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

Load an app

Load an app

Loads all apps in your workspace

Run Workflow

Run Workflow

Runs a workflow from your MindStudio AI app and creates a new thread.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and mindStudio?

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

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

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

How often does the data sync between MyDocSafe and mindStudio?

The data sync between MyDocSafe and mindStudio 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 mindStudio?

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 mindStudio?

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

About mindStudio

mindStudio is an advanced AI-powered platform designed to enhance creativity and productivity. It offers a suite of tools that leverage artificial intelligence to assist users in generating ideas, creating content, and optimizing workflows. Ideal for creatives, professionals, and businesses looking to integrate AI into their processes.

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