Connect MyDocSafe and FlareApp 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!
Search Project
Create Project
Search Error for Project
Search Team Member
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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.
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
Search Project
Search Project By Search Name
Create Project
Creates a new Project.
Search Error for Project
Search Error for Project.
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Frequently Asked Questions
To start, connect both your MyDocSafe and FlareApp accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in FlareApp (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in FlareApp. This includes choosing which data fields go into which fields of FlareApp, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and FlareApp 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 FlareApp. 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 FlareApp
FlareApp is a comprehensive bug tracking and error monitoring tool designed to help developers and IT teams efficiently manage and resolve software issues. With real-time alerts and detailed error reports, FlareApp ensures that your applications run smoothly and that any potential problems are addressed promptly.
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