Connect MyDocSafe and Breeze
Integrate MyDocSafe with Breeze to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Breeze when Document is Signed in Mydocsafe
Create New Task in Breeze when Document is Signed in Mydocsafe
Create Workspace in Breeze when Document is Signed in Mydocsafe
Add Comment to Breeze when Document is Signed in Mydocsafe
List Project Tasks from Breeze when Document is Signed in Mydocsafe
Popular MyDocSafe + Breeze 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
Breeze
Automatically do this!
Create Project
Create New Task
Create Workspace
Add Comment
List Project Tasks
List Active Projects
List Workspaces
Get Activity from a Project
Archive Project
List Project Stages
Get Task To-Do Lists
Create Project in Breeze when Document is Signed in Mydocsafe
Use this flowCreate New Task in Breeze when Document is Signed in Mydocsafe
Use this flowCreate Workspace in Breeze when Document is Signed in Mydocsafe
Use this flowAdd Comment to Breeze when Document is Signed in Mydocsafe
Use this flowList Project Tasks from Breeze when Document is Signed in Mydocsafe
Use this flowList Active Projects from Breeze when Document is Signed in Mydocsafe
Use this flowList Workspaces in Breeze when Document is Signed in Mydocsafe
Use this flowGet Activity from a Project from a project in Breeze when Document is Signed in Mydocsafe
Use this flowArchive Project in Breeze when Document is Signed in Mydocsafe
Use this flowList Project Stages from Breeze when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Breeze.
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.
When a new project is created
Runs the workflow automatically whenever a new project is created.
When a new file is added to a project
Runs the workflow automatically when a new file is added to a project in Breeze.
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 Project
Create a new project with name, description, workspace, budget (amount, hours, hourly rate), currency, and invitees.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
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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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 Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Breeze 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 Breeze 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 Breeze. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Breeze, and a separate workflow where Breeze 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 Breeze. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Breeze integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
