Connect MyDocSafe and tawk.to 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 Tawk.to Site
List Properties
Create Chat Widget
Ready to use MyDocSafe and tawk.to 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.
Visitor Starts Chat
Runs when a visitor begins a chat on the selected Tawk.to property.
Chat Ends
Runs when an active Tawk.to chat ends for the selected property.
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 Tawk.to Site
Creates a new Tawk.to site and optionally emails simple setup instructions to add the chat box to your website.
List Properties
Get a list of Tawk.to properties, optionally filtered by name, type, or whether they are enabled.
Create Chat Widget
Creates a new chat widget for a selected Tawk.to property so visitors can message you.
Know More About Mydocsafe and Tawkto Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and tawk.to accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in tawk.to (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in tawk.to. This includes choosing which data fields go into which fields of tawk.to, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and tawk.to 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 tawk.to. 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 tawk.to
tawk.to is a free live chat app that lets you monitor and chat with visitors on your website or from a free customizable page.
Learn More
