Connect Manifestly Checklists and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Run
Complete Step
Step Late
Run started
Run late
Run Completed
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Manifestly Checklists and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
Step Late
Triggers when the workflow step is late.
Run started
Triggers when the workflow is started.
Run late
Triggers when the workflow is late.
Run Completed
Triggers when the workflow is completed.
Do thisActions
Action is the task that follows automatically within your Manifestly Checklists integrations.
Create Run Workflow
Creates a run of a workflow.
Get Workflow Details
List all the details of the workflow.
Add Workflow Step
Add a step to an existing workflow.
Create or Update a Workflow
Create or update a workflow. If the external_id is specified and found, the workflow is updated. Otherwise, a new workflow is created.
Update a Run
Update a Run.
List Active Workflows
List All Active Workflows
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Frequently Asked Questions
To start, connect both your Manifestly Checklists and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Manifestly Checklists triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists 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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
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.
Learn More
