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MyDocSafe + Docmaker

Connect MyDocSafe and Docmaker to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Docmaker

Automatically do this!

Ready to use MyDocSafe and Docmaker automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

trigger
When
Default app icon
Instagram for Business
Instant Trigger
Do
getRandomCommentReplyFunction
cmntp4d3SwSR
IF
    • text is ai
      Workflow step icon
      ReplytoComment
      Workflow step icon
      Send a Private Reply
      Add Step
    • Is guide comment
      Workflow step icon
      ReplytoComment Guide
      Workflow step icon
      Send a Private Reply Guide
      Add Step
    • multi keyword match
      cmntdqJzLMYS
      Workflow step icon
      ReplytoCommentMultiKeyword
      Add Step
Continue from here
View Template

Automate Expense Report Approvals via Slack & QuickBooks

trigger
app icon
app icon
app icon
app icon
When
Default app icon
Google Forms
Runs Every 15 Minutes
Do
Workflow step icon
Send for Approval
IF
    • Send for Approval accept
      Workflow step icon
      Create Entry of expenses
      Add Step
    • Send for reject
      Workflow step icon
      Mail for Rejection
      Add Step
Continue from here
Workflow step icon
Add Expense Details
View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

trigger
app icon
app icon
When
Default app icon
Instagram for Business
Instant Trigger
Do
convertTimestampToIST_Message_Time
Workflow step icon
Give Prompt and Get Structured Response
IF
    • has response
      Workflow step icon
      SendDMMessage
      Add Step
    • Notify team
      Workflow step icon
      SendMail
      Add Step
    • has react
      Workflow step icon
      SendDMMessage React
      Add Step
Continue from here
View Template

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

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

Create PDF From Docx Template

Create PDF From Docx Template

Send a docx template and dynamic data, and receive a merged pdf (or docx) file in the API response.

Fill Out PDF Form

Fill Out PDF Form

Fills a pdf form

Print PDF From Webpage

Print PDF From Webpage

Print webpages, based on URLs, to create pdf documents.

Request a new Action for MyDocSafe

We'll help you get started

Our team is all set to help you!

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Docmaker?

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

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

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

How often does the data sync between MyDocSafe and Docmaker?

The data sync between MyDocSafe and Docmaker 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 Docmaker?

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 Docmaker?

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

Document ManagementE-Signature
Learn More
Docmaker

About Docmaker

DocMaker is a tool for automating document generation, enabling users to create pixel‑perfect PDFs and DOCX files from templates. It integrates with platforms like Bubble, Typeform, and Zapier to fill templates with dynamic data and produce invoices, contracts, receipts, and more. Features include filling and converting DOCX, generating PDFs from web pages, handling images, conditions, and loops, and easy embedding into apps. Ideal for no‑code builders and SaaS teams needing fast, reliable PDF workflows.

DocumentsProductivity
Learn More

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