Connect MyDocSafe and ReadMe to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

ReadMe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Updated branches

Updated branches

Retrieve branches updated in the last N minutes.

Request a new Trigger for MyDocSafe

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Show documentation branches

Show documentation branches

Show all documentation branches and their base, privacy, release stage, and last updated time.

Create documentation category

Create documentation category

Create a new documentation category in the selected branch and section.

Update category

Update category

Update a category's title, sidebar position, or section in the selected ReadMe branch.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and ReadMe?

To start, connect both your MyDocSafe and ReadMe accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in ReadMe (or vice versa).

Can we customize how data from MyDocSafe is recorded in ReadMe?

Absolutely. You can customize how MyDocSafe data is recorded in ReadMe. This includes choosing which data fields go into which fields of ReadMe, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and ReadMe?

The data sync between MyDocSafe and ReadMe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to ReadMe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and ReadMe?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and ReadMe. 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.

MyDocSafe

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.

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ReadMe

About ReadMe

ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.

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