Connect Google Sheets 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 Spreadsheet Row is Added or Updated
Runs when spreadsheet row is added or updated.
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 Google Sheets integrations.
Update Spreadsheet Row
Update specific columns in a sheet row with new values.
List Sheet Rows
Retrieve rows from a specified Google Sheets tab and return each row as an object (including _rowNumber and column values). Supports optional header rows, offset/limit paging, and listing from the last row; returns the next offset when available.
Delete Row
delete row from a specified sheet.
Add New Row to Sheet
Add a new row to the selected sheet using the column values you provide.
Lookup Spreadsheet Rows
Return rows from a Google Sheet that match a basic column-value lookup or an advanced filter prompt. Supports limiting results and searching from the last row.
Copy Subsheet
Creates a new sheet by copying an existing sheet from a spreadsheet.
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Frequently Asked Questions
To start, connect both your Google Sheets and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Google Sheets triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Google Sheets 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 Google Sheets 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 Google Sheets 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 Google Sheets
Google Sheets is a cloud-based spreadsheet application that allows users to create, edit, and collaborate on spreadsheets in real-time. It’s part of the Google Workspace suite and offers powerful tools for organizing, analyzing, and visualizing data. Whether you're working individually or as part of a team, Google Sheets enables seamless collaboration, making it easy to share files, add comments, and track changes.
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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