Connect MyDocSafe and Wildapricot 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!
Delete Contact
Add a Contact
Ready to use MyDocSafe and Wildapricot 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 Contact
Triggers when a new contact is created in your Wild Apricot account.
New Membership
Triggers when a new membership is created in your Wild Apricot account.
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
Delete Contact
Deletes a contact from your WildApricot database.
Add a Contact
Adds a new contact or member details in your WildApricot database.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Wildapricot accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Wildapricot (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Wildapricot. This includes choosing which data fields go into which fields of Wildapricot, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Wildapricot 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 Wildapricot. 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 Wildapricot
Wildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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