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MyNotary

Your MyNotary cases, fed from your email

Documents and parties arrive by email; they belong in the right MyNotary case. Workflows file the attachments in the case drive, create records without duplicates, and react when a contract is signed.

Connection
API key or token
Triggers
1
Actions
1
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File emailed documents in the case drive Hover a node to see its role · Drag to move the graph
Email receivedEmail receivedEmail receivedExtractExtractExtractModelMyNotary — drop an attachment into the drive — MyNotaryMyNotary — drop an…MyNotary
File emailed documents in the case drive

What you can automate with MyNotary

Triggers

What starts a workflow.

  • MyNotary — event

    Starts the workflow when MyNotary reports an event: a completed signature, a new case, a registered notification.

Actions

What a workflow can do next.

  • MyNotary

    Reads and feeds MyNotary cases, records, contracts and documents.

    Case
    • List cases
    • Get a case
    • Create a case
    • Add a party to the case
    Contract
    • List the contracts of a case
    • Get a contract
    • Create a contract from a model
    • Track the signature
    Record
    • Search records
    • Get a record
    • Create a record
    • Update a record
    Document
    • List a case drive
    • Get a download link
    • Fetch a file as an attachment
    • Drop an attachment into the drive
    Webhook
    • List webhooks
    • Create a webhook
    • Delete a webhook

Workflows you can build

Each one starts from a real situation and uses only nodes that exist today. Test it on past emails before you publish it.

  • File emailed documents in the case drive

    The case is identified from the email and the attached documents are dropped into its drive.

    1. Email received
    2. Extract
    3. MyNotary — drop an attachment into the drive

  • Create a record without duplicates

    The person is searched first; the record is created only when it does not exist yet.

    1. Email received
    2. Extract
    3. MyNotary — search records
    4. Condition (If)
    5. MyNotary — create a record

  • Send the signed deed to the client

    When the signature is complete, the signed document is fetched and attached to a drafted email.

    1. MyNotary — event
    2. MyNotary — fetch a file as an attachment
    3. Compose
    4. Send as draft

How to connect MyNotary

Ask MyNotary for your application key, pick the environment and paste the key into a new connection: the linked firms appear in the node.

Before you start

  • A MyNotary application key, requested from MyNotary support.
  • A PREMIUM subscription on the firm’s side, with the firm linked to your application.

The full guide in the documentation

  1. Ask MyNotary (support@mynotary.fr) for your application key: one for pre-production, one for production. It is not self-served.
  2. Pick the environment below: a pre-production key does not work in production, and the other way round.
  3. On the firm’s side (PREMIUM plan required), an administrator opens “Account settings → Interconnections” and copies their organization key.
  4. That organization key is exchanged ONCE for an id, through POST /clients: it is never stored and is not asked for here.
  5. Test the connection: the firms already linked to your key are listed, and the node will offer them in a picker.

See also

Related integrations

See all integrations

Automate MyNotary with Loop & Roll

We build the workflow around your processes, test it on your past emails and put it into service with your teams.

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