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Create integrations between Domo and MyDocSafe
Create a Folder in Mydocsafe when New Project in Domo
Create a Portal in Mydocsafe when New Project in Domo
Create a Portal Group in Mydocsafe when New Project in Domo
Create a Folder in Mydocsafe when New Task in Domo
Create a Portal in Mydocsafe when New Task in Domo
Create a Portal Group in Mydocsafe when New Task in Domo
Create a Folder in Mydocsafe when New Card in Domo
Create a Portal in Mydocsafe when New Card in Domo
Create a Portal Group in Mydocsafe when New Card in Domo
Get Accounts in Domo when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
New Project
Triggers when new Project is Created.
New Task
Triggers when new Task is Created.
New Card
Triggers When new Card 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
Get Accounts
Get list of accounts
Create List
Creates a List.
Update List
Updates an Existing List.
Delete List
Delete an Existing List.
Create Group
Creates a Group.
Delete Project
Deletes a Project by its ID.
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Frequently Asked Questions
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.
Learn More
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