Connect MyDocSafe and Cin7 Core
Integrate MyDocSafe with Cin7 Core to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Customer in Cin7 Core when Document is Signed in Mydocsafe
Update Customer in Cin7 Core when Document is Signed in Mydocsafe
Find Products in Cin7 Core when Document is Signed in Mydocsafe
Create Purchase Order in Cin7 Core when Document is Signed in Mydocsafe
List Purchases from Cin7 Core when Document is Signed in Mydocsafe
Popular MyDocSafe + Cin7 Core 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
Cin7 Core
Automatically do this!
Create Customer
Update Customer
Find Products
Create Purchase Order
List Purchases
Add Supplier
Update Supplier
Create Lead
Find Sales
Create Customer in Cin7 Core when Document is Signed in Mydocsafe
Use this flowUpdate Customer in Cin7 Core when Document is Signed in Mydocsafe
Use this flowFind Products in Cin7 Core when Document is Signed in Mydocsafe
Use this flowCreate Purchase Order in Cin7 Core when Document is Signed in Mydocsafe
Use this flowList Purchases from Cin7 Core when Document is Signed in Mydocsafe
Use this flowAdd Supplier to Cin7 Core when Document is Signed in Mydocsafe
Use this flowUpdate Supplier in Cin7 Core when Document is Signed in Mydocsafe
Use this flowCreate Lead in Cin7 Core when Document is Signed in Mydocsafe
Use this flowFind Sales in Cin7 Core when Document is Signed in Mydocsafe
Use this flowCreate Customer in Cin7 Core when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Cin7 Core.
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 sale is created
Runs the workflow automatically whenever a new sale is created in Cin7 Core.
When a purchase is updated
Runs the workflow automatically whenever a purchase is updated in your Cin7 Core account.
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 Customer
Remove Default contact toggle and set Default: true in perform code
Update Customer
Update an existing customer's information, including addresses, contacts, and advanced account settings.
Find Products
Find products by name, SKU, ID, or modified date. Optionally include suppliers, BOM, stock movements, attachments, reorder levels, deprecated items, or custom prices.
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 Cin7 Core
Cin7 Core Inventory is an all in one holistic solution for Inventory Management, POS & B2B eCommerce. Easily manage all your inventory, purchases, sales, suppliers and customers in one easy to use system.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Cin7 Core 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 Cin7 Core 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 Cin7 Core. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Cin7 Core, and a separate workflow where Cin7 Core 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 Cin7 Core. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Cin7 Core integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
