Connect MyDocSafe and Zick Learn to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Zick Learn

Automatically do this!

Enable Integrations or automations with these events of MyDocSafe and Zick Learn

Enable Integrations or automations with these events of MyDocSafe and Zick Learn

Triggers

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for MyDocSafe

Actions

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Request a new Action for MyDocSafe

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Zick Learn?

To start, connect both your MyDocSafe and Zick Learn accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Zick Learn (or vice versa).

Can we customize how data from MyDocSafe is recorded in Zick Learn?

Absolutely. You can customize how MyDocSafe data is recorded in Zick Learn. This includes choosing which data fields go into which fields of Zick Learn, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and Zick Learn?

The data sync between MyDocSafe and Zick Learn typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to Zick Learn?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and Zick Learn?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and Zick Learn. 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.

MyDocSafe

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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Zick Learn

About Zick Learn

zick learn makes enterprise learning simple, fast and efficient again, delivering text based courses through the main corporate chat clients.

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