viasocket
salesql

salesql

MyDocSafe

MyDocSafe

Enable Integrations or automations with these events of salesql and MyDocSafe

Enable Integrations or automations with these events of salesql and MyDocSafe

Triggers

salesql

Document is Signed

Triggers when a document is signed by all required parties.

salesql

Form is submitted

Triggers when a form is submitted

salesql

Esign is Rejected

Triggers when a esign is rejected

salesql

Sign Request Sent

Triggers when a document sign request is sent.

Actions

salesql

Create a Folder

Create Folder in a specific parent folder

salesql

Create a Portal

Create a Portal in a Portal Group

salesql

Create a Portal Group

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Frequently asked questions

  • Is there a limit to the number of apps I can integrate through viaSocket?
  • No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.
  • Can I automate complex multi-step workflows across thousands of apps with viaSocket?
  • Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.
  • Can I monitor the performance of integrations and troubleshoot issues?
  • Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.
  • How does viaSocket ensure the security of data exchanged between integrated apps?
  • Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.
salesql

About salesql

SalesQL allows you to enrich social network profiles with contact information, track leads, make notes and save prospects into projects.

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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.

Learn More