Connect MyDocSafe and AirSlate to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

AirSlate

Automatically do this!

Ready to use MyDocSafe and AirSlate automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for MyDocSafe

Do thisActions

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

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Integrate with CRM

Integrate with CRM

Connect airSlate workflows with your CRM system to automate data synchronization.

Request a new Action for MyDocSafe

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between MyDocSafe and AirSlate?

To start, connect both your MyDocSafe and AirSlate accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in AirSlate (or vice versa).

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

Absolutely. You can customize how MyDocSafe data is recorded in AirSlate. This includes choosing which data fields go into which fields of AirSlate, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and AirSlate?

The data sync between MyDocSafe and AirSlate 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 MyDocSafe to AirSlate?

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 MyDocSafe and AirSlate?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and AirSlate. 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.

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.

Learn More
AirSlate

About AirSlate

PDFfiller is an online platform that allows users to edit, sign, and share PDF documents with ease. It provides a comprehensive suite of tools for managing PDF files, including form creation, document merging, and secure storage.

Learn More