Connect MyDocSafe and Airtable to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
List All records
Delete a Record
Update Record
List a record by Record ID
Find Record or Create Record
Create a New Record
List Bases
List Tables
Ready to use MyDocSafe and Airtable automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Trigger when new record is created in your table.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
List All records
list all records
Delete a Record
Delete an existing record.
Update Record
Update an Existing record.
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Step by step guides to integrate MyDocSafe and Airtable
Frequently Asked Questions
To start, connect both your MyDocSafe and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Airtable (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Airtable 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 MyDocSafe and Airtable. 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 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 MoreAbout Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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