Integrate MyDocSafe with Edusign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create classroom in Edusign when Document is Signed in Mydocsafe
Create a course in Edusign when Document is Signed in Mydocsafe
Create Group in Edusign when Document is Signed in Mydocsafe
Create Professor in Edusign when Document is Signed in Mydocsafe
Create Student in Edusign when Document is Signed in Mydocsafe
Start from a real workflow other teams are already running.
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Edusign
Automatically do this!
Create classroom
Create a course
Create Group
Create Professor
Create Student
Update Student
Update Professor
Update Group
Find Student
Find Professor
Find Group
Find Document
Find Document Template
Find Admin
Delete Document
Creates a new Admin
Create classroom in Edusign when Document is Signed in Mydocsafe
Use this flowCreate a course in Edusign when Document is Signed in Mydocsafe
Use this flowCreate Group in Edusign when Document is Signed in Mydocsafe
Use this flowCreate Professor in Edusign when Document is Signed in Mydocsafe
Use this flowCreate Student in Edusign when Document is Signed in Mydocsafe
Use this flowUpdate Student in Edusign when Document is Signed in Mydocsafe
Use this flowUpdate Professor in Edusign when Document is Signed in Mydocsafe
Use this flowUpdate Group in Edusign when Document is Signed in Mydocsafe
Use this flowFind Student in Edusign when Document is Signed in Mydocsafe
Use this flowFind Professor in Edusign when Document is Signed in Mydocsafe
Use this flowEverything you can automate between MyDocSafe and Edusign.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Trigger when a new student is created.
Triggers when you want to get all professors from the API.
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Create a new classroom.
Create a new course.
Creates a Group

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
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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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 moreDigital attendance sheets. Sign online and generate certified documents in seconds.
Learn moreSign up for a free viaSocket account, then authorize both your MyDocSafe and Edusign 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 Edusign 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 Edusign. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Edusign, and a separate workflow where Edusign 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 Edusign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Edusign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.