Connect MyDocSafe and Calamari to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Create People
Create Project Type
Public Holiday For Employee
Search People
Create Team
Delete Team
Create Position
Update Team
Get Current Shift
Archieve Project
Search Position
Find Absent Request
Ready to use MyDocSafe and Calamari automations
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Actions and Triggers
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.
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 People
Creates a new People
Create Project Type
Crerate a New Project type
Public Holiday For Employee
Find public holidays for employee in dates range.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Calamari accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Calamari (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Calamari. This includes choosing which data fields go into which fields of Calamari, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Calamari typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and Calamari. 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.
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 MoreAbout Calamari
Calamari is a comprehensive HR management tool designed to streamline attendance tracking, leave management, and employee scheduling. It offers features such as clock-in/out, leave requests, and team calendar integration, making it ideal for businesses looking to enhance their human resources operations.
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