Connect MyDocSafe and Authress
Integrate MyDocSafe with Authress to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Role in Authress when Document is Signed in Mydocsafe
Create tenant in Authress when Document is Signed in Mydocsafe
Create Group in Authress when Document is Signed in Mydocsafe
Create Application in Authress when Document is Signed in Mydocsafe
Create Role in Authress when Form is submitted in Mydocsafe
Popular MyDocSafe + Authress 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
Authress
Automatically do this!
Create Role
Create tenant
Create Group
Create Application
Create Role in Authress when Document is Signed in Mydocsafe
Use this flowCreate tenant in Authress when Document is Signed in Mydocsafe
Use this flowCreate Group in Authress when Document is Signed in Mydocsafe
Use this flowCreate Application in Authress when Document is Signed in Mydocsafe
Use this flowCreate Role in Authress when Form is submitted in Mydocsafe
Use this flowCreate tenant in Authress when Form is submitted in Mydocsafe
Use this flowCreate Group in Authress when Form is submitted in Mydocsafe
Use this flowCreate Application in Authress when Form is submitted in Mydocsafe
Use this flowCreate Role in Authress when Esign is Rejected in Mydocsafe
Use this flowCreate tenant in Authress when Esign is Rejected in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Authress.
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 Group
Trigger when a new group created.
New Application
Triggger when a new application is created.
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 Role
Creates a role with permissions.
Create tenant
Specify tenant identity details for tenant tracking, separation, and user management.
Create Group
Specify users to be included in a new group.
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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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 Authress
Authress is a powerful authentication and authorization platform that provides secure access management solutions for applications. It simplifies the process of managing user identities and permissions, ensuring that only authorized users can access specific resources.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Authress 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 Authress 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 Authress. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Authress, and a separate workflow where Authress 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 Authress. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Authress integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
