Create integrations between Flow and MyDocSafe
Create a Folder in Mydocsafe when New Task in Flow
Create a Portal in Mydocsafe when New Task in Flow
Create a Portal Group in Mydocsafe when New Task in Flow
Create a Folder in Mydocsafe when Task Completed in Flow
Create a Portal in Mydocsafe when Task Completed in Flow
Create a Portal Group in Mydocsafe when Task Completed in Flow
Create a Folder in Mydocsafe when New Project in Flow
Create a Portal in Mydocsafe when New Project in Flow
Create a Portal Group in Mydocsafe when New Project in Flow
Create Task in Flow when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
New Task
Triggers when a new task is created in GetFlow.
Task Completed
Triggers when a task is marked as completed in GetFlow.
New Project
Triggers when a new project is added.
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
Create Task
Creates a new task in GetFlow Account.
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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Frequently Asked Questions
About Flow
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 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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