Connect MyDocSafe and OneHash Chat 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 a Contact
Get all Contacts
Get a Contact
Delete a Contact
Update a Contact
Get all Conversations Details
Get Conversation Counts
Create a Team
Get all Teams
Update a Team
List Agents in Team
Get all Messages
Delete a Message
Add Labels
Get all Labels
Add a New Agent
List Agents in Account
Update a Agent in Account
Delete an Agent from Account
Get a Automation Rule Details
List all Automation Rules
Delete a Automation Rule
Ready to use MyDocSafe and OneHash Chat 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.
New Message is Created
Triggers when a new messsage is created.
New Conversation is Created
Triggers when a new conversation 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 a Contact
Creates a new contact.
Get all Contacts
Listing all the resolved contacts.
Get a Contact
Get a contact belonging to the account using ID.
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Frequently Asked Questions
To start, connect both your MyDocSafe and OneHash Chat accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in OneHash Chat (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in OneHash Chat. This includes choosing which data fields go into which fields of OneHash Chat, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and OneHash Chat 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 OneHash Chat. 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 OneHash Chat
OneHash Chat is a comprehensive communication platform designed to streamline interactions and enhance collaboration within organizations. It offers a suite of features including real-time messaging, file sharing, and integration with various business tools to ensure seamless workflow and productivity.
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