Connect Doppio and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Doppio

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Doppio 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 Doppio

Do thisActions

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

Render PDF Direct

Render PDF Direct

Render a PDF directly from a specified URL.

Render Screenshot Direct

Render Screenshot Direct

Render a Screenshot directly from a specified URL.

Render a Screenshot or PDF from a Template

Render a Screenshot or PDF from a Template

Render a Screenshot or a PDF from a Template.

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

Request a new Action for Doppio

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Doppio and MyDocSafe?

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

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

Absolutely. You can customize how Doppio 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 Doppio and MyDocSafe?

The data sync between Doppio 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 Doppio 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 Doppio and MyDocSafe?

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

Doppio

About Doppio

Doppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.

Learn More
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.

Learn More