Connect MyDocSafe and Natif 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!
Find uploaded documents
Get document by ID
Delete a document
Get extraction results
Get OCR results
List existing document sharing tokens
Create a token for sharing a document
Ready to use MyDocSafe and Natif automations
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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.
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
Find uploaded documents
Queries for documents that fulfill given parameters.
Get document by ID
Get information about the given document, amongst others the processing status.
Delete a document
Permanently delete a document.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Natif accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Natif (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Natif. This includes choosing which data fields go into which fields of Natif, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Natif 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 Natif. 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 Natif
Natif.ai is a cutting-edge platform that leverages artificial intelligence to streamline and enhance various business processes. It offers advanced AI tools designed to automate tasks, improve decision-making, and increase operational efficiency. With Natif.ai, businesses can harness the power of AI to transform their workflows and gain a competitive edge in their industry.
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