Connect MyDocSafe and Trint 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 Folder
Ready to use MyDocSafe and Trint automations
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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 Transcript
Triggers when new transcript is ready.
Verified Transcript
Triggers when transcript is fully editor approved(verified).
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 Folder
Creates a new folder in the Trint account to organize files.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Trint accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Trint (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Trint. This includes choosing which data fields go into which fields of Trint, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Trint 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 Trint. 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 Trint
Automate transcription and content management workflows with Trint, leveraging advanced speech-to-text technology to convert audio and video files into searchable, editable text.
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