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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.
New Mural
Triggers when new murals are created.
New Area
Triggers when new areas are created in your mural.
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
Get murals for a room
get murals for a room
Get Rooms of a Workspace
Get rooms of a workspace by its id.
Create a Mural
Create a mural in a room.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Mural accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Mural (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Mural. This includes choosing which data fields go into which fields of Mural, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Mural 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 Mural. 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 Mural
Mural is a digital workspace for visual collaboration, enabling teams to brainstorm, plan, and design together in real-time. It offers a variety of tools to create diagrams, flowcharts, and mind maps, making it easier to organize and share ideas.
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