Connect MyDocSafe and Clientary
Integrate MyDocSafe with Clientary to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Clientary when Document is Signed in Mydocsafe
Create Expense in Clientary when Document is Signed in Mydocsafe
Create Task in Clientary when Document is Signed in Mydocsafe
Create Entry in Clientary when Document is Signed in Mydocsafe
Create Invoice Payment in Clientary when Document is Signed in Mydocsafe
Popular MyDocSafe + Clientary 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
Clientary
Automatically do this!
Create Client
Create Expense
Create Task
Create Entry
Create Invoice Payment
Update Expense
Update a Lead
Create Client in Clientary when Document is Signed in Mydocsafe
Use this flowCreate Expense in Clientary when Document is Signed in Mydocsafe
Use this flowCreate Task in Clientary when Document is Signed in Mydocsafe
Use this flowCreate Entry in Clientary when Document is Signed in Mydocsafe
Use this flowCreate Invoice Payment in Clientary when Document is Signed in Mydocsafe
Use this flowUpdate Expense in Clientary when Document is Signed in Mydocsafe
Use this flowUpdate a Lead in Clientary when Document is Signed in Mydocsafe
Use this flowCreate Client in Clientary when Form is submitted in Mydocsafe
Use this flowCreate Expense in Clientary when Form is submitted in Mydocsafe
Use this flowCreate Task in Clientary when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Clientary.
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 Expense
A new expense in Clientary.
New Project
Triggered when a new project is created in Clientary.
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 Client
Create a new client in Clientary.
Create Expense
Create a new expense in Clientary.
Create Task
Create a task inside Clientary.
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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AI will build it for you
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 Clientary
Online invoicing and time tracking for small businesses and freelancers. Clientary helps you get paid quicker and painlessly helps you manage your staff and projects.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Clientary 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 Clientary 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 Clientary. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Clientary, and a separate workflow where Clientary 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 Clientary. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Clientary integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
