Connect MyDocSafe and Apex27
Integrate MyDocSafe with Apex27 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Apex27 when Document is Signed in Mydocsafe
Find Contact in Apex27 when Document is Signed in Mydocsafe
Find Listing in Apex27 when Document is Signed in Mydocsafe
Upload Image for Listing to Apex27 when Document is Signed in Mydocsafe
Upload Document for Listing to Apex27 when Document is Signed in Mydocsafe
Popular MyDocSafe + Apex27 flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Apex27
Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
Create Contact in Apex27 when Document is Signed in Mydocsafe
Use this flowFind Contact in Apex27 when Document is Signed in Mydocsafe
Use this flowFind Listing in Apex27 when Document is Signed in Mydocsafe
Use this flowUpload Image for Listing to Apex27 when Document is Signed in Mydocsafe
Use this flowUpload Document for Listing to Apex27 when Document is Signed in Mydocsafe
Use this flowCreate Lead in Apex27 when Document is Signed in Mydocsafe
Use this flowCreate Contact Note in Apex27 when Document is Signed in Mydocsafe
Use this flowUpdate Contact Note in Apex27 when Document is Signed in Mydocsafe
Use this flowUpdate Lead in Apex27 when Document is Signed in Mydocsafe
Use this flowFind Contact By Email in Apex27 when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Apex27.
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New Contact
Triggers when a contact is created.
Update Contact
Triggers when a contact is updated.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create Contact
Creates a new contact
Find Contact
Finds a specific contact reference by the ID
Find Listing
Returns the listing specified by the ID.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Apex27
Apex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Apex27 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Apex27 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apex27. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Apex27, and a separate workflow where Apex27 triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and Apex27. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Apex27 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
