Connect MyDocSafe and Canny 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!
Comment on a post
Create a Post
Change Post Status
Create or Update User
Find Post
List All Boards
List All Categories
List All Entries
List All Comments
List All Companies
List All Opportunities
List All Posts
List All Tags
List All Users
List All Votes
Ready to use MyDocSafe and Canny 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.
New Post
Triggers when a new post is created.
New Comment
Triggers when a new comment is added to a specific post.
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
Comment on a post
creates a new comment
Create a Post
Creates a new post
Change Post Status
Changes a post status
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Frequently Asked Questions
To start, connect both your MyDocSafe and Canny accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Canny (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Canny. This includes choosing which data fields go into which fields of Canny, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Canny 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 Canny. 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 Canny
Canny is a user feedback tool that helps you collect, organize, and analyze feedback from your users to make informed product decisions.
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