Connect MyDocSafe and DigiParser
Integrate MyDocSafe with DigiParser to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Upload Document via URL to DigiParser when Document is Signed in Mydocsafe
Get Document Data from DigiParser when Document is Signed in Mydocsafe
Reprocess Document in DigiParser when Document is Signed in Mydocsafe
Delete Documents in DigiParser when Document is Signed in Mydocsafe
Upload Document via URL to DigiParser when Form is submitted in Mydocsafe
Popular MyDocSafe + DigiParser 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
DigiParser
Automatically do this!
Upload Document via URL
Get Document Data
Reprocess Document
Delete Documents
Upload Document via URL to DigiParser when Document is Signed in Mydocsafe
Use this flowGet Document Data from DigiParser when Document is Signed in Mydocsafe
Use this flowReprocess Document in DigiParser when Document is Signed in Mydocsafe
Use this flowDelete Documents in DigiParser when Document is Signed in Mydocsafe
Use this flowUpload Document via URL to DigiParser when Form is submitted in Mydocsafe
Use this flowGet Document Data from DigiParser when Form is submitted in Mydocsafe
Use this flowReprocess Document in DigiParser when Form is submitted in Mydocsafe
Use this flowDelete Documents in DigiParser when Form is submitted in Mydocsafe
Use this flowUpload Document via URL to DigiParser when Esign is Rejected in Mydocsafe
Use this flowGet Document Data from DigiParser when Esign is Rejected in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and DigiParser.
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 Document Processed
Runs when a document has been extracted and exported in DigiParser.
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
Upload Document via URL
Upload one or more documents by public URL to a DigiParser parser or classifier.
Get Document Data
Retrieve extracted data and metadata for a processed document by parser and document or external ID.
Reprocess Document
Re-run extraction for a document using a chosen parser and a document or external 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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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 DigiParser
DigiParser is an AI-powered document parsing platform that extracts structured data from invoices, receipts, bank statements, purchase orders, bills of lading, and other PDFs or images. Export extracted data to CSV, Excel, JSON, webhooks, or connected business tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and DigiParser 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 DigiParser 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 DigiParser. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in DigiParser, and a separate workflow where DigiParser 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 DigiParser. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and DigiParser integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
