Connect MyDocSafe and Wodify 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!
List Clients
List Memberships
Place Membership On Hold
Delete Membership
Create Client Membership
Update Membership
Create Payment Plan Template
Get Monthly Member Birthdays
Get Invoices
Change Client Status
Create Client
Deactivate Client
Ready to use MyDocSafe and Wodify automations
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
List Clients
Get a list of clients and their basic profile details.
List Memberships
Retrieve memberships in pages; supports sorting and setting page number and page size.
Place Membership On Hold
Put a membership on hold for specific start and end dates.
Know More About Mydocsafe and Wodify Integrations
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What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
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Frequently Asked Questions
To start, connect both your MyDocSafe and Wodify accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Wodify (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Wodify. This includes choosing which data fields go into which fields of Wodify, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Wodify 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 Wodify. 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.
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