Connect MyDocSafe and robolytix to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

robolytix

Automatically do this!

Enable Integrations or automations with these events of MyDocSafe and robolytix

Enable Integrations or automations with these events of MyDocSafe and robolytix

Triggers

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.

Request a new Trigger for MyDocSafe

Actions

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

Request a new Action for MyDocSafe

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Frequently Asked Questions

How do I start an integration between MyDocSafe and robolytix?

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

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

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

How often does the data sync between MyDocSafe and robolytix?

The data sync between MyDocSafe and robolytix 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 robolytix?

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 robolytix?

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

About robolytix

Robolytix is the key robot analytic tool for automated processes, providing all data you need for monitoring and managing software robots.

Learn More