Connect MyDocSafe and Backlog to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Backlog

Automatically do this!

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

Get all Activities

Get all Activities

Find all existing activities

Get Space Logo

Get Space Logo

Returns logo image of your space.

Get Space Notification

Get Space Notification

Returns space notification.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Backlog?

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

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

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

How often does the data sync between MyDocSafe and Backlog?

The data sync between MyDocSafe and Backlog 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 Backlog?

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 Backlog?

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

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Backlog

About Backlog

Backlog is a comprehensive project management and collaboration tool designed to help teams organize their work, track progress, and collaborate effectively. It offers features such as task management, bug tracking, version control, and Gantt charts to streamline project workflows.

Learn More