Connect paycove and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for paycove
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use paycove and MyDocSafe 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 paycove integrations.
List Contacts
Get all existing contacts
Get Authorized User
Get the Authorized User.
Get All Deals
Get all the deals.
Get All Webhooks
Get all the webhooks.
Get All Organizations
Get all the organizations.
Get All Scheduled Payments
Get all the scheduled payments.
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Frequently Asked Questions
To start, connect both your paycove and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in paycove triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how paycove data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between paycove and MyDocSafe 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 paycove and MyDocSafe. 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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