Connect MyDocSafe and Ryver 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!
Send Chat Message
Create Team
Post File to Team Forum or User
Create Topic and Notify User
Create Task
Get Users
Add User to Team
Get Teams/Forums
List Categories
Remove User From team
Create Forum
Get Team Members
Ready to use MyDocSafe and Ryver 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.
New Team Is Created
Runs when new team is created
New Post Is Created
Runs when new post is created
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
Send Chat Message
Send chat message to destination
Create Team
Create a new team (workroom)
Post File to Team Forum or User
Post file or link to Ryver
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Frequently Asked Questions
To start, connect both your MyDocSafe and Ryver accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Ryver (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Ryver. This includes choosing which data fields go into which fields of Ryver, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Ryver 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 Ryver. 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 Ryver
Ryver organizes all your collaboration in one app with team chat, task management, and voice and video calls.
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