Connect MyDocSafe and DragApp to Build Intelligent Automations
Ready to use MyDocSafe and DragApp automations
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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.
New Task Cards
Retrieves task cards created in the selected board column within the specified time window.
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 Card
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add Card Comment
Add a comment to the card (found by title) in the selected board and column.
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Frequently Asked Questions
To start, connect both your MyDocSafe and DragApp accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in DragApp (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in DragApp. This includes choosing which data fields go into which fields of DragApp, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and DragApp 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 DragApp. 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 DragApp
Drag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
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