Connect MyDocSafe and Easybroker
Integrate MyDocSafe with Easybroker to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Contacts from Easybroker when Document is Signed in Mydocsafe
Create a Contact Request on Easybroker when Document is Signed in Mydocsafe
Get Contact Requests from Easybroker when Document is Signed in Mydocsafe
Get Property By ID from Easybroker when Document is Signed in Mydocsafe
List All Collaborations from Easybroker when Document is Signed in Mydocsafe
Popular MyDocSafe + Easybroker 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
Easybroker
Automatically do this!
List Contacts
Create a Contact Request
Get Contact Requests
Get Property By ID
List All Collaborations
List All Property Features
List All Properties
List Contacts from Easybroker when Document is Signed in Mydocsafe
Use this flowCreate a Contact Request on Easybroker when Document is Signed in Mydocsafe
Use this flowGet Contact Requests from Easybroker when Document is Signed in Mydocsafe
Use this flowGet Property By ID from Easybroker when Document is Signed in Mydocsafe
Use this flowList All Collaborations from Easybroker when Document is Signed in Mydocsafe
Use this flowList All Property Features from Easybroker when Document is Signed in Mydocsafe
Use this flowList All Properties from Easybroker when Document is Signed in Mydocsafe
Use this flowList Contacts from Easybroker when Form is submitted in Mydocsafe
Use this flowCreate a Contact Request on Easybroker when Form is submitted in Mydocsafe
Use this flowGet Contact Requests from Easybroker when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Easybroker.
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.
Contact Is Created Or Updated
Runs when contact is new/updated
New Contact Request
Triggers when a new contact request is created in EasyBroker.
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
List Contacts
Get all EasyBroker contacts
Create a Contact Request
Creates a Contact Request in your EasyBroker account for a lead.
Get Contact Requests
Retrieve contact requests
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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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 Easybroker
The EasyBroker integration allows you to access your company's properties, register or check potential clients, among other operations.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Easybroker 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 Easybroker 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 Easybroker. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Easybroker, and a separate workflow where Easybroker 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 Easybroker. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Easybroker integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
