Connect Form.taxi and MyDocSafe to Build Intelligent Automations

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Form.taxi

When this happens...

Choose an Action

MyDocSafe

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Ready to use Form.taxi and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Submission Arrives

New Submission Arrives

Runs when a new form submission is received.

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 Form.taxi

Do thisActions

Action is the task that follows automatically within your Form.taxi integrations.

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 Form.taxi and MyDocSafe?

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

Can we customize how data from Form.taxi is recorded in MyDocSafe?

Absolutely. You can customize how Form.taxi 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 Form.taxi and MyDocSafe?

The data sync between Form.taxi 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 Form.taxi 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 Form.taxi and MyDocSafe?

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

Form.taxi

About Form.taxi

Form.taxi is a platform designed to streamline the process of creating and managing forms specifically for the transportation industry. It allows users to easily build custom forms for bookings, feedback, and other transportation-related needs.

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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.

Learn More