Connect MyDocSafe and Play AI 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 Agent
Update Agent
Create External Function
Update External Function
Delete External Function
Create PlayNote
Ready to use MyDocSafe and Play AI 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
Create Agent
Create a new PlayAI Agent.
Update Agent
Updates the properties of the agent with the specified ID.
Create External Function
Use this endpoint to create new external functions.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Play AI accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Play AI (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Play AI. This includes choosing which data fields go into which fields of Play AI, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Play AI 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 Play AI. 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 Play AI
Play AI is a cutting-edge platform that leverages artificial intelligence to enhance gaming experiences. It offers tools and solutions for game developers to integrate AI-driven features, such as adaptive gameplay, intelligent NPCs, and personalized player experiences, into their games. With Play AI, developers can create more engaging and dynamic games that respond to player actions in real-time.
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