Connect MyDocSafe and Detrack to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Create Job
List Jobs
Create Batch
Update Job
Ready to use MyDocSafe and Detrack automations
Actions and Triggers
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
Create Job
Creates a Job in the Detrack Dashboard.
List Jobs
List all jobs
Create Batch
Create multiple delivery or collection jobs in Detrack as a single batch.
Know More About Mydocsafe and Detrack Integrations
How to Improve Document Handling with MyDocSafe & viaSocket Integration
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Powerful Ways to Automate Your Detrack Workflows Without Code
Learn no-code automation to connect Detrack with viaSocket and tools like Shopify, QuickBooks, Google Sheets, and Slack. Auto-create jobs, sync data, and alert teams in real time.
How viaSocket Works | A Complete Guide
Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Frequently Asked Questions
To start, connect both your MyDocSafe and Detrack accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Detrack (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Detrack. This includes choosing which data fields go into which fields of Detrack, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Detrack typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and Detrack. 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.
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 MoreAbout Detrack
Detrack is a live delivery tracking system that offers a robust Proof of Delivery system to last-mile couriers and logistics.
Learn More
