Create integrations between Google Sheets and MyDocSafe
Lookup Spreadsheet Row in Google-sheets when Document is Signed in Mydocsafe
Copy Subsheet within Google Sheets when Document is Signed in Mydocsafe
Lookup Spreadsheet Row in Google-sheets when Esign is Rejected in Mydocsafe
Copy Subsheet within Google Sheets when Sign Request Sent via MyDocSafe
Lookup Spreadsheet Row in Google-sheets when Form is submitted in Mydocsafe
Copy Subsheet within Google Sheets when Esign is Rejected in Mydocsafe
Copy Subsheet within Google Sheets when Form is submitted in Mydocsafe
Lookup Spreadsheet Row in Google-sheets when Sign Request Sent via MyDocSafe
Create a Folder in Mydocsafe when When new entry added to Google Sheets
Create a Portal in Mydocsafe when When new entry added to Google Sheets
Actions and Triggers
When this happensTriggers
When new entry added
Trigger when a new row is added at the bottom of a spreadsheet
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
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Update Spreadsheet Row
Updates a row in Google Sheets.
List all rows
List all rows of a worksheet using sheet ID
Delete Row
Multiple records
Add New Row
Create a new entry in a spreadsheet
Lookup Spreadsheet Row
Find a specific spreadsheet row based on a column and value. If found, it returns the entire row. Optionally, create a new row if no match is found.
Copy Subsheet
Creates a new sheet by copying an existing sheet from a spreadsheet.
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Frequently Asked Questions
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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