Connect MyDocSafe and Qlik 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 App
List All Spaces
Create Space
Copy App
List Items
Invite User
Ready to use MyDocSafe and Qlik automations
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 App
Create a new Qlik Sense app
List All Spaces
Get all spaces in tenant
Create Space
Create a new space in Qlik.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Qlik accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Qlik (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Qlik. This includes choosing which data fields go into which fields of Qlik, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Qlik 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 Qlik. 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 Qlik
Qlik is a powerful data analytics and business intelligence platform that helps organizations make data-driven decisions. It offers a range of tools for data visualization, reporting, and dashboard creation, enabling users to gain insights from their data quickly and efficiently.
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