Connect MyDocSafe and Pinata to Build Intelligent Automations
Ready to use MyDocSafe and Pinata automations
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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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 Public File
Trigger When a New Public File is uploaded .
New Public Group
Triggers when a New Public Group 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 Group
Creates a grpoup in your Pinata account.
Search Groups
Search groups based on Filter.
Update Group
Updates an existing Group.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Pinata accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Pinata (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Pinata. This includes choosing which data fields go into which fields of Pinata, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Pinata 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 Pinata. 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 Pinata
Pinata is a cloud-based platform that simplifies the process of uploading and managing files on the IPFS (InterPlanetary File System) network. It offers secure, decentralized storage solutions with seamless API integration, making it ideal for developers, content creators, and businesses managing large amounts of data.
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