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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new task is created in GetFlow.
Triggers when a task is marked as completed in GetFlow.
Triggers when a new project is added.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Action is the task that follows automatically within your Flow integrations.
Creates a new task in GetFlow Account.
get a task in flow.
get a List in flow.
get a workspaces in flow.
get a memberships in flow.
Create Folder in a specific parent folder

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To start, connect both your Flow and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Flow triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Flow 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 Flow 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 Flow 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.
GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.
Learn MoreMyDocSafe 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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