Connect MyDocSafe and PDFMonkey 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!
Generate Document
Delete Document
Find Document
Ready to use MyDocSafe and PDFMonkey 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 PDF Generated Successfully
Triggered when a new PDF document is successfully generated.
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
Generate Document
Creates a new PDF document from a template using provided data.
Delete Document
Deletes a Document.
Find Document
Gets detailes of document by its ID.
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Frequently Asked Questions
To start, connect both your MyDocSafe and PDFMonkey accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in PDFMonkey (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in PDFMonkey. This includes choosing which data fields go into which fields of PDFMonkey, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and PDFMonkey 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 PDFMonkey. 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 PDFMonkey
PDFMonkey is a powerful tool designed to automate the creation of PDF documents. It allows users to generate PDFs from templates using data from various sources, making it ideal for businesses that need to produce invoices, reports, contracts, and other documents efficiently. With its easy-to-use interface and robust API, PDFMonkey streamlines document generation processes, saving time and reducing errors.
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