Connect MyDocSafe and Delighted
Integrate MyDocSafe with Delighted to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Get Response Metrics from Delighted when Document is Signed in Mydocsafe
List people in Autopilot in Delighted when Document is Signed in Mydocsafe
Getting Autopilot configuration in Delighted when Document is Signed in Mydocsafe
Find a person in Delighted when Document is Signed in Mydocsafe
Unsubscribe Person in Delighted when Document is Signed in Mydocsafe
Popular MyDocSafe + Delighted 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
Delighted
Automatically do this!
Get Response Metrics
List people in Autopilot
Getting Autopilot configuration
Find a person
Unsubscribe Person
Send Email Survey
Send SMS Survey
Add Person
Add Response
Remove peroson from email autopilot
Add person to email autopilot
Find Person
Get Response Metrics from Delighted when Document is Signed in Mydocsafe
Use this flowList people in Autopilot in Delighted when Document is Signed in Mydocsafe
Use this flowGetting Autopilot configuration in Delighted when Document is Signed in Mydocsafe
Use this flowFind a person in Delighted when Document is Signed in Mydocsafe
Use this flowUnsubscribe Person in Delighted when Document is Signed in Mydocsafe
Use this flowSend Email Survey in Delighted when Document is Signed in Mydocsafe
Use this flowSend SMS Survey via Delighted when Document is Signed in Mydocsafe
Use this flowAdd Person in Delighted when Document is Signed in Mydocsafe
Use this flowAdd Response in Delighted when Document is Signed in Mydocsafe
Use this flowRemove peroson from email autopilot in Delighted when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Delighted.
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 Response
Triggers when a new response is received in this delighted project
New Unsubscribe
Triggers when a person unsubscribes from delighted 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
Get Response Metrics
Provides your account metrics for a specific project.
List people in Autopilot
Retrieve all Autopilot memberships for a distribution platform in your project, or list the Autopilot membership for one specific person within a platform.
Getting Autopilot configuration
Retrieve the current Autopilot configuration for for the designated distribution platform.
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 Delighted
Delighted is a customer feedback platform that helps businesses gather and analyze customer satisfaction data through surveys and other feedback mechanisms.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Delighted 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 Delighted 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 Delighted. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Delighted, and a separate workflow where Delighted 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 Delighted. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Delighted integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
