Connect MyDocSafe and Farmbrite 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 Contact
Create Product
Create Order
Create Climate Log
Create Task
Create Transaction
Remove Inventory
Add Inventory
List Animals
List Climate Gauges
List Climate Logs
List Contacts
List Crop Plantings
List Inventory Types
List Products
List Orders
List Activities
List Tasks
List Transactions
List Warehouses
Ready to use MyDocSafe and Farmbrite 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 Contact
Triggers when a new contact is created.
New Crop Treatment
Triggers when a new crop planting treatment is created
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 Contact
This action creates a contact
Create Product
Creates a new Product
Create Order
Create an Order
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Frequently Asked Questions
To start, connect both your MyDocSafe and Farmbrite accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Farmbrite (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Farmbrite. This includes choosing which data fields go into which fields of Farmbrite, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Farmbrite 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 Farmbrite. 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 Farmbrite
Farmbrite is a comprehensive farm management software designed to help farmers and agricultural businesses streamline their operations, manage resources, and improve productivity. It offers tools for crop planning, livestock management, financial tracking, and reporting, making it an essential platform for modern farming practices.
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