Connect Businessmap and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Comment
Card Created
Board structure changed
New Board
Card Details Updated
Card Discarded
Card Restored
Card Archived
Card Unarchived
New Subtask
Subtask Updated
Subtask Deleted
Comment updated
Comment deleted
Board Archived
Board Unarchived
Board Deleted
Workspace Renamed
New Workspace
Workspace Archived
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Businessmap and MyDocSafe automations
Explore more automations built by businesses and experts
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Comment
Triggers when a comment is created.
Card Created
Triggers activate for any event on your board; use a "Filter" to specify actions like "Card created", "Card details changed", "Card moved", or "Card deleted".
Board structure changed
Trigger when Board structure changed.
New Board
Trigger when new board is created.
Card Details Updated
Triggers when card is updated.
Card Discarded
Triggers when card is discarded.
Do thisActions
Action is the task that follows automatically within your Businessmap integrations.
Add a Comment to a Card
Adds a new comment to a card.
Get Columns
Get all columns for specific workflow and board.
Get a Card Attachments
Get card attachment by card ID.
Get all Comments
Get all comments by card ID.
Find Card
Finds a card.
Create a Attachment
Creates a new attachment.
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Frequently Asked Questions
To start, connect both your Businessmap and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Businessmap triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Businessmap 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 Businessmap 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 Businessmap 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 Businessmap
BusinessMap is a powerful tool for visualizing and analyzing business data geographically. It helps companies to manage their resources and planning strategies effectively by mapping out critical business information on interactive maps.
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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