Connect MyDocSafe and PostHog 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!
Capture Event
List Users
List all Organizations
List all Project
List all Members
Create Project
Rename Project
Delete Project
Get all Cohorts
Get all Person in cohorts
Get All Events For Person
Add or Update Person Properties
Ready to use MyDocSafe and PostHog 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
Capture Event
Record a user event in PostHog using a distinct user ID and optional properties.
List Users
Retrieve a paginated list of PostHog users, optionally filtered by email or staff status.
List all Organizations
List all organizations
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Frequently Asked Questions
To start, connect both your MyDocSafe and PostHog accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in PostHog (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in PostHog. This includes choosing which data fields go into which fields of PostHog, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and PostHog 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 PostHog. 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 PostHog
PostHog is an open-source product analytics platform that provides businesses with the tools to understand user behavior and improve their products. It offers features such as event tracking, session recording, and feature flags, enabling teams to make data-driven decisions and enhance user experiences.
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