Connect Typeform and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Entry
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Typeform and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Entry
Triggers when a form is submitted
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Typeform integrations.
Create an Empty Form
Creates a new empty form.
Duplicate an Existing Form
Duplicates an existing form
Lookup Responses
Look up responses for a given criteria
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Step by step guides to integrate Typeform and MyDocSafe
Frequently Asked Questions
To start, connect both your Typeform and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Typeform triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Typeform 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.
The data sync between Typeform and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Typeform 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.
About Typeform
Typeform makes collecting and sharing information comfortable and conversational. It's a web based platform you can use to create anything from surveys to apps, without needing to write a single line of code.
Learn MoreAbout 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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