Connect MyDocSafe and Moveo AI 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!
Create AI Agent
Update AI Agent
Delete AI Agent
Add Dialog
Create collection
Update Collection
Delete Collection
Add Entity
Update Entity
Delete Entity
Update a Dialog
Delete Dialog
Ready to use MyDocSafe and Moveo AI automations
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.
New Collection
Triggers when a new collection is created.
New Dialogs
Triggers when a new dialog is created.
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
Create AI Agent
Create an AI Agent.
Update AI Agent
Update an AI Agent.
Delete AI Agent
Delete an AI Agent.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Moveo AI accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Moveo AI (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Moveo AI. This includes choosing which data fields go into which fields of Moveo AI, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Moveo AI 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 Moveo AI. 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 Moveo AI
Moveo AI is a cutting-edge platform that leverages artificial intelligence to enhance business operations and customer interactions. It offers AI-driven solutions to automate processes, improve decision-making, and provide personalized customer experiences.
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