Automate anything with mydocsafe & viasocket-table Integrations!

When this happens

Triggers

mydocsafe
Document is Signed

Triggers when a document is signed by all required parties.

mydocsafe
Form is submitted

Triggers when a form is submitted

mydocsafe
Esign is Rejected

Triggers when a esign is rejected

mydocsafe
Sign Request Sent

Triggers when a document sign request is sent.

viasocket-table
New records created

Triggers when a new row is added

viasocket-table
New records updated

Triggers when any record updated

Do this

Actions

mydocsafe
Create a Folder

Create Folder in a specific parent folder

mydocsafe
Create a Portal

Create a Portal in a Portal Group

mydocsafe
Create a Portal Group

viasocket-table
Create a row

creates a row in specified table

viasocket-table
Update a row

updates a row in specified table

viasocket-table
List a record by filter formula

List a record from ViaSocket Table by "filter" formula

viasocket-table
List a record by query

Get all existing records by query.

Frequently Asked Questions

How do you map data in viaSocket workflows?
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
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How does viaSocket handle errors or exceptions in automated workflows?
viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
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Is it possible to customize automated workflows according to my business needs?
Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
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What happens if one of the connected apps changes its API or functionality?
viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
viaSocket Table
About viaSocket Table

Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.

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.

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Integrations run at

viasocket