Enable Integrations or automations with these events of MyDocSafe and Virtual Summits Software
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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To start, connect both your MyDocSafe and Virtual Summits Software accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Virtual Summits Software (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Virtual Summits Software. This includes choosing which data fields go into which fields of Virtual Summits Software, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Virtual Summits Software 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 Virtual Summits Software. 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 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 MoreVirtual Summits Software is a platform that helps users build their network, generate leads, and promote their brand through virtual summits.
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