Connect Clappia and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Clappia

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Clappia and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for Clappia

Do thisActions

Action is the task that follows automatically within your Clappia integrations.

Create Clappia submission

Create Clappia submission

Create a new submission in a chosen Clappia app using the provided form data and requester email.

Update submission

Update submission

Update an existing submission's form data.

Update submission status

Update submission status

Update a submission's status and optionally add comments.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

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Frequently Asked Questions

How do I start an integration between Clappia and MyDocSafe?

To start, connect both your Clappia and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Clappia triggers actions in MyDocSafe (or vice versa).

Can we customize how data from Clappia is recorded in MyDocSafe?

Absolutely. You can customize how Clappia 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.

How often does the data sync between Clappia and MyDocSafe?

The data sync between Clappia and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Clappia to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Clappia and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Clappia 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.

Clappia

About Clappia

Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.

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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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