Connect MyDocSafe and waiverfile 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!
Subscribe New Event
Subscribe New Waiver
Insert Event Category
Subscribe Edit Waiver
Subscribe Edit Event
Subscribe Edit Checkin
Subscribe New Checkin
Ready to use MyDocSafe and waiverfile 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 Event
Triggers when a new event is created.
Update Event
Triggers when changes to an event are saved.
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
Subscribe New Event
Input field for the webhook target URL (targetUrl) used when subscribing to WaiverFile new event notifications.
Subscribe New Waiver
Input field for the targetUrl query parameter (string URL).
Insert Event Category
Creates a new insert event category in WaiverFile.
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Frequently Asked Questions
To start, connect both your MyDocSafe and waiverfile accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in waiverfile (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in waiverfile. This includes choosing which data fields go into which fields of waiverfile, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and waiverfile 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 waiverfile. 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 waiverfile
WaiverFile lets your customers sign waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.
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