Connect MyDocSafe and pike13 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!
List Account
List Businesses
List Account People
List Custom Fields
List Event
List Event Occurrence
List Form of Payment
List Franchisees
List Pack product
List Payment Configuration
List Person
List Plans
List Plan Products
List Services
List Staff Member
Update Person
Create Person
Ready to use MyDocSafe and pike13 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.
Person Created
Triggers when a new person is added to your business.
Person Updated
Triggers when a person is updated in your business.
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
List Account
List all user's account details
List Businesses
List all Businesses
List Account People
List account people.
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Frequently Asked Questions
To start, connect both your MyDocSafe and pike13 accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in pike13 (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in pike13. This includes choosing which data fields go into which fields of pike13, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and pike13 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 pike13. 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 pike13
The mobile-friendly Pike13 platform allows class-based businesses like strength and conditioning gyms, yoga studios, and pilates studios to manage everything from clients and schedules to billing and payroll.
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