Connect Userback and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Feedback
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Userback and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Feedback
Triggered when a new feedback is submitted in Userback.
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 Userback integrations.
List Feedback
List of feedback
List Projects
List Available Projects
Create a Feedback
Creates a new feedback entry in Userback.
List Comments
List comments from a feedback
List Members
Lists available Members
List SessionRecordings
Lists available SessionRecordings
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Frequently Asked Questions
To start, connect both your Userback and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Userback triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Userback 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 Userback 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 Userback 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 Userback
Userback is a visual feedback and bug tracking tool designed to streamline the process of collecting feedback from users and managing it efficiently. It allows teams to gather annotated screenshots, video recordings, and comments directly from users, making it easier to identify and resolve issues quickly.
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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