Connect Airtable and MyDocSafe to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.
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 Airtable integrations.
List All records
Retrieve all records from the selected Airtable base and table.
Delete Record
Remove a specific record from the selected Airtable base and table.
Update Record
Modify fields of a specific record in a selected Airtable base and table.
List a record by Record ID
list a record by Record ID
Find or Create Record
Search a table for records by field value or formula; if none found and Create Record is enabled, add a new record with the provided fields.
Create Record
Add a new record to a chosen Airtable base and table using the provided field values.
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Step by step guides to integrate Airtable and MyDocSafe
Frequently Asked Questions
To start, connect both your Airtable and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Airtable triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Airtable 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 Airtable 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 Airtable 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 Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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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