Connect Office 365 and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Office 365

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Office 365 and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Triggers when new contact is created.

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 Office 365

Do thisActions

Action is the task that follows automatically within your Office 365 integrations.

Create Contact

Create Contact

Creates a new contact

Create Draft Email

Create Draft Email

Creates a draft of an email that can be reviewed and sent out.

Create Event

Create Event

Creates a new event in a calendar.

Delete Event

Delete Event

Delete an existing event

Update Contact

Update Contact

Update an existing contact.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

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Step by step guides to integrate Office 365 and MyDocSafe

Frequently Asked Questions

How do I start an integration between Office 365 and MyDocSafe?

To start, connect both your Office 365 and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Office 365 triggers actions in MyDocSafe (or vice versa).

Can we customize how data from Office 365 is recorded in MyDocSafe?

Absolutely. You can customize how Office 365 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 Office 365 and MyDocSafe?

The data sync between Office 365 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 Office 365 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 Office 365 and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Office 365 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.

Office 365

About Office 365

Microsoft Office 365 Business is a complete office suite in the cloud. It provides all the standard office products like Excel, Outlook, Word, SharePoint and more, but available from any internet enabled computer! Zapier does not currently support Outlook.com addresses or Home 365 accounts, only business or Enterprise.

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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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