Connect Google Docs and MyDocSafe to Build Intelligent Automations

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Google Docs

When this happens...

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MyDocSafe

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Ready to use Google Docs and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document

New Document

Lists Google Docs created within the specified recent time window (default 15 minutes).

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 Google Docs

Do thisActions

Action is the task that follows automatically within your Google Docs integrations.

Create Document From Text

Create Document From Text

Create a new Google Doc with the given title and content, optionally saving it to a specified Google Drive folder. Returns the document ID, edit URL, and export links.

Add or replace text in Google Doc

Add or replace text in Google Doc

Add new text to a selected Google Doc tab, or replace that tab’s existing content.

Create Document From Template

Create Document From Template

Create a Google Doc from a chosen template, replace template tags with provided values, optionally save it to a folder, and optionally share it with a user or anyone with the link.

Get Document Content

Get Document Content

Retrieve a document’s title and plain-text content by its document ID.

List all Tabs

List all Tabs

List all tabs in a Google Doc.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

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Step by step guides to integrate Google Docs and MyDocSafe

Frequently Asked Questions

How do I start an integration between Google Docs and MyDocSafe?

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

Can we customize how data from Google Docs is recorded in MyDocSafe?

Absolutely. You can customize how Google Docs 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 Google Docs and MyDocSafe?

The data sync between Google Docs 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 Google Docs 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 Google Docs and MyDocSafe?

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

Google Docs

About Google Docs

Google Docs is an online word processor that lets you create and format text documents. Collaboratively edit documents with other people in real time. We also support Google Sheets!

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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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