Connect Flow and MyDocSafe to Build Intelligent Automations

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Flow

When this happens...

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MyDocSafe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

New Project

New Project

Triggers when a new project is added.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Do thisActions

Action is the task that follows automatically within your Flow integrations.

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

List  workspaces

List workspaces

get a workspaces in flow.

List memberships

List memberships

get a memberships in flow.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

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Frequently Asked Questions

How do I start an integration between Flow and MyDocSafe?

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).

Can we customize how data from Flow is recorded in MyDocSafe?

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.

How often does the data sync between Flow and MyDocSafe?

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.

Can I filter or transform data before sending it from Flow to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Flow and MyDocSafe?

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.

Flow

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.

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MyDocSafe

About 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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