Connect MyDocSafe and Visualvisitor to Build Intelligent Automations
Ready to use MyDocSafe and Visualvisitor 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.
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
Get all users
Here you will get all user details.
Get a user
Here you will get a specific user details.
PlusPerson Search for leads
This is for plus person allows you to search for leads.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Visualvisitor accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Visualvisitor (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Visualvisitor. This includes choosing which data fields go into which fields of Visualvisitor, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Visualvisitor 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 Visualvisitor. 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 Visualvisitor
VisualVisitor is a powerful lead generation and visitor tracking tool designed to help businesses identify and engage with potential customers visiting their website. It provides insights into visitor behavior, company information, and contact details, enabling businesses to convert anonymous website visitors into actionable leads.
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