Connect Stape and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Singals Gateway
New Snapchat Gateway
New TikTok Gateways
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Stape and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Singals Gateway
Triggers when a new signal's gateway is created.
New Snapchat Gateway
Triggers when a new Snapchat Gateway is created.
New TikTok Gateways
Triggers when a new TikTok Gateway created.
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
Do thisActions
Action is the task that follows automatically within your Stape integrations.
Create Signals Gateways
Create a new Signals Gateways.
Create Snapchat Gateways
Create a new Snapchat CAPI Gateways.
Create TikTok Gateways
Create a new TikTok Gateway.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your Stape and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Stape triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Stape 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 Stape 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 Stape 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 Stape
Stape is a platform designed to simplify server-side tagging and enhance data collection for businesses. It provides tools to manage and deploy server-side Google Tag Manager (GTM) containers, allowing for more accurate and efficient tracking of user interactions and conversions. Stape helps businesses optimize their analytics and marketing efforts by ensuring data accuracy and reducing client-side load times.
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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