Connect MyDocSafe and Vectara to Build Intelligent Automations
Ready to use MyDocSafe and Vectara 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 Corpora
Retrieve corpora created within the last specified minutes.
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 Corpus
Create a new Vectara corpus to store and index documents for search and retrieval.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Vectara accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Vectara (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Vectara. This includes choosing which data fields go into which fields of Vectara, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Vectara 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 Vectara. 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 Vectara
Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.
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