Connect Runn and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Runn

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Runn and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Runn

Do thisActions

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

Create project

Create project

Create a new Runn project for the chosen client, with optional budget, team, and rate settings.

Create client

Create client

Create a new client in Runn using a name and optional website.

Create Person

Create Person

Add a person to Runn so they can be assigned a role, team, and schedule.

Create role

Create role

Create a new role in Runn to assign to people and projects.

Create skill

Create skill

Add a new skill to Runn so you can assign and track expertise.

Assign person to project

Assign person to project

Add a person to a project for selected dates with daily time, role, and billable status.

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Frequently Asked Questions

How do I start an integration between Runn and MyDocSafe?

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

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

Absolutely. You can customize how Runn 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 Runn and MyDocSafe?

The data sync between Runn 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 Runn 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 Runn and MyDocSafe?

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

Runn

About Runn

Runn is a powerful tool designed to streamline project management and resource planning. It offers intuitive features for scheduling, tracking, and forecasting, making it ideal for teams looking to optimize their workflow and resource allocation.

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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