Full list

Supported Triggers & Actions

Everything you can automate between MyDocSafe and Clearout.

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

Verify Email Address

Verify Email Address

Verify an email address to know its status (Valid or Invalid or Catch-All or Disposable or Free Account, Spamtrap or Toxic).

Verify Email Address for CatchAll

Verify Email Address for CatchAll

Verify an email address for Catch-All. A 'Catch-All' email account is the account that captures emails sent to any invalid email addresses of the domain and never bounces it back to the sender.

Verify Email Address for Disposable

Verify Email Address for Disposable

Verify email address for Disposable. Generally, a disposable email address is a temporary mailbox that can only receive an email, self-destructed after a certain time elapses. It is also known by names like throwaway email, fake-mail or trash-mail, such type of email addresses are used for account activation, thus by not revealing personal email address to the service provider, so it is highly recommended not to send emails to disposable addresses

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations MyDocSafe
MyDocSafe + Clearout
MyDocSafe logo

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
Integrations Clearout
Clearout + MyDocSafe
Clearout logo

About Clearout

Clearout is a powerful email validation and verification platform designed to ensure your emails reach the inbox. It eliminates bounces, detects fake or risky addresses, prevents fraudulent signups, and safeguards your sender reputation — helping you maintain clean, reliable contact lists for better deliverability and campaign success.

Learn more

Frequently Asked Questions

How do I connect MyDocSafe and Clearout?

Sign up for a free viaSocket account, then authorize both your MyDocSafe and Clearout 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Clearout as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from MyDocSafe to Clearout?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Clearout. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where MyDocSafe triggers actions in Clearout, and a separate workflow where Clearout triggers actions in MyDocSafe. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between MyDocSafe and Clearout. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire MyDocSafe and Clearout integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.