Connect Raven Tools and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Raven Tools
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Raven Tools and MyDocSafe 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 Raven Tools integrations.
Get Keywords
Get all keywords associate with the domain.
Create Keyword
Create keyword in the specific domain.
Get Links
Get all links associate with the domain.
Remove Keyword
Remove keyword for the specific domain.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
To start, connect both your Raven Tools and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Raven Tools triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Raven Tools 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 Raven Tools 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 Raven Tools 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 Raven Tools
Raven Tools is a comprehensive digital marketing platform designed to help businesses and marketers streamline their SEO, social media, and PPC campaigns. It offers a suite of tools for keyword research, backlink analysis, rank tracking, and reporting, making it an essential resource for optimizing online marketing strategies.
Learn MoreAbout 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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