Connect MyDocSafe and Decision Vault
Integrate MyDocSafe with Decision Vault to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Search Matter in Decisionvault when Document is Signed in Mydocsafe
PreCreate Matter in Decision Vault when Document is Signed in Mydocsafe
Get Contacts for Matter from Decision Vault when Document is Signed in Mydocsafe
Search Matter in Decisionvault when Form is submitted in Mydocsafe
PreCreate Matter in Decision Vault when Form is submitted in Mydocsafe
Popular MyDocSafe + Decision Vault 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
Decision Vault
Automatically do this!
Search Matter
PreCreate Matter
Get Contacts for Matter
Search Matter in Decisionvault when Document is Signed in Mydocsafe
Use this flowPreCreate Matter in Decision Vault when Document is Signed in Mydocsafe
Use this flowGet Contacts for Matter from Decision Vault when Document is Signed in Mydocsafe
Use this flowSearch Matter in Decisionvault when Form is submitted in Mydocsafe
Use this flowPreCreate Matter in Decision Vault when Form is submitted in Mydocsafe
Use this flowGet Contacts for Matter from Decision Vault when Form is submitted in Mydocsafe
Use this flowSearch Matter in Decisionvault when Esign is Rejected in Mydocsafe
Use this flowPreCreate Matter in Decision Vault when Esign is Rejected in Mydocsafe
Use this flowGet Contacts for Matter from Decision Vault when Esign is Rejected in Mydocsafe
Use this flowSearch Matter in Decisionvault when Sign Request Sent via MyDocSafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Decision Vault.
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.
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
Search Matter
Pull information for a given matter (by id).
PreCreate Matter
Action creates a new matter and returns an invite link to send to the client.
Get Contacts for Matter
Pull contacts for a given matter (by id).
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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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 Decision Vault
DecisionVault is a comprehensive platform designed to streamline and enhance decision-making processes for businesses and organizations. It offers tools and features that facilitate data-driven decisions, collaboration, and strategic planning.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Decision Vault 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 Decision Vault 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 Decision Vault. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Decision Vault, and a separate workflow where Decision Vault 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 Decision Vault. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Decision Vault integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
