Connect MyDocSafe and cyfe to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

cyfe

Automatically do this!

Enable Integrations or automations with these events of MyDocSafe and cyfe

Enable Integrations or automations with these events of MyDocSafe and cyfe

Triggers

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

Actions

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

Request a new Action for MyDocSafe

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Frequently Asked Questions

How do I start an integration between MyDocSafe and cyfe?

To start, connect both your MyDocSafe and cyfe accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in cyfe (or vice versa).

Can we customize how data from MyDocSafe is recorded in cyfe?

Absolutely. You can customize how MyDocSafe data is recorded in cyfe. This includes choosing which data fields go into which fields of cyfe, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and cyfe?

The data sync between MyDocSafe and cyfe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to cyfe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and cyfe?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and cyfe. 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.

MyDocSafe

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.

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cyfe

About cyfe

Cyfe is an all-in-one business dashboard app that helps you easily monitor all your business data from one place (e.g. social media, analytics, marketing, sales, support, infrastructure, etc).

Learn More