Connect Neon and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Neon

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Neon and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers when new project is created.

New Branch

New Branch

Triggers when new branch is created in an existing project.

New Role

New Role

Triggers when new role is created.

Update Role

Update Role

Triggers when an existing role is updated.

Update Branch

Update Branch

Triggers when an existing branch is updated in an existing project.

Update Project

Update Project

Triggers when an existing project is updated.

Do thisActions

Action is the task that follows automatically within your Neon integrations.

Retrieve Current User Details

Retrieve Current User Details

Retrieve a currnet user details.

Create Project

Create Project

Creates a Project.

Create Branch

Create Branch

Creates a Branch.

Create Role

Create Role

Creates a Role.

Update Project

Update Project

Update an existing project.

Update Branch

Update Branch

Update an existing Branch.

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Frequently Asked Questions

How do I start an integration between Neon and MyDocSafe?

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

Can we customize how data from Neon is recorded in MyDocSafe?

Absolutely. You can customize how Neon 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 Neon and MyDocSafe?

The data sync between Neon 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 Neon 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 Neon and MyDocSafe?

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

Neon

About Neon

Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.

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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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