Connect MyDocSafe and Xperiencify 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!
Add Student to a Course
Search Student
Update Student Info
Remove Student From Course
Remove Student From All Course
Add Tag to Student
Remove Tag From Student
Ready to use MyDocSafe and Xperiencify 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
Add Student to a Course
Add student to a existing course.
Search Student
Retrieve the details of student by its email address.
Update Student Info
Update a student’s details using their email address.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Xperiencify accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Xperiencify (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Xperiencify. This includes choosing which data fields go into which fields of Xperiencify, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Xperiencify 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 Xperiencify. 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 Xperiencify
Xperiencify is an online course platform that builds 8 psychological triggers into your course.
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