Connect MyDocSafe and Dubble 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 Collection
Update Collection
Delete collection
Update Guide
Delete Guide
Add Guide to collection
Remove Guide from Collection
Ready to use MyDocSafe and Dubble 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.
Guide Deleted
Triggers when a guide is deleted.
Guide Added to a Collection
Triggers when a guide is added to a collection.
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 Collection
Create a new collection.
Update Collection
Updates a collection.
Delete collection
Delete a collection.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Dubble accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Dubble (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Dubble. This includes choosing which data fields go into which fields of Dubble, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Dubble 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 Dubble. 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 Dubble
Dubble is a cutting-edge platform designed to enhance team collaboration and productivity. It offers a suite of tools to streamline communication, project management, and task tracking, making it ideal for businesses looking to optimize their workflow.
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