Connect Domo and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card
New Task
New Project
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card
Triggers When new Card is Created .
New Task
Triggers when new Task is Created.
New Project
Triggers when new Project is Created.
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
Do thisActions
Action is the task that follows automatically within your Domo integrations.
Create List
Creates a List.
Update List
Updates an Existing List.
Create Group
Creates a Group.
Create Project
Creates a Project.
Update Project
Updates an Existing Project.
Delete Project
Deletes a Project by its ID.
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Frequently Asked Questions
To start, connect both your Domo and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Domo triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Domo 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 Domo 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 Domo 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 Domo
Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.
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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