Connect Productlane and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Productlane

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Productlane and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when new company is add in your account.

New Contact

New Contact

Triggers when a 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 Productlane

Do thisActions

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

Create Note

Create Note

Creates a new Note on Productlane.

Create Contact

Create Contact

Creates a new contact.

Create Company

Create Company

Create's a new company in your account.

Delete Company

Delete Company

Delete a specific company by its id.

Create Segment

Create Segment

Creates a new segment.

Delete Contact

Delete Contact

Deletes a specific contact by ID from the contact list.

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Frequently Asked Questions

How do I start an integration between Productlane and MyDocSafe?

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

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

Absolutely. You can customize how Productlane 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 Productlane and MyDocSafe?

The data sync between Productlane 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 Productlane 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 Productlane and MyDocSafe?

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

Productlane

About Productlane

Productlane is a comprehensive platform designed to streamline product management and development processes. It offers tools for product roadmapping, feature prioritization, and team collaboration, making it an essential resource for product managers and development teams.

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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.

Learn More