Connect Signaturely and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Signaturely

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use Signaturely 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 Signaturely

Do thisActions

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

Create Folder

Create Folder

This action creates a new folder.

Search Document

Search Document

Search your documents.

Rename Document

Rename Document

This action rename the document.

Delete Document

Delete Document

This action deletes the document.

Create signing request

Create signing request

Create a signature request from a selected template with a title and optional message; supports test mode.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

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Frequently Asked Questions

How do I start an integration between Signaturely and MyDocSafe?

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

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

Absolutely. You can customize how Signaturely 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 Signaturely and MyDocSafe?

The data sync between Signaturely 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 Signaturely 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 Signaturely and MyDocSafe?

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

Signaturely

About Signaturely

Signaturely offers an integration that enables you to create documents from templates or trigger actions such as sending or completing documents automatically. Streamline your workflow and save time with Signaturely's efficient integration.

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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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