
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent

Automatically do this!
Remove Subscriber From Segments
Add Subscriber To Segments
Find Subscriber
Unsubscribe Subscriber
Create Or Update Subscriber
List Subscribers
List Segments
List all Segments Colour
List Workflows
Add Existing Subscriber to Workflow
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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.
Triggers when a new subscriber is created.
Trigger when a new subscriber added to a segment.
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
Removes a subscriber from specific segments.
Adds a subscriber to one or more chosen segments.
Finds a subscriber by email or ID.

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To start, connect both your MyDocSafe and Flodesk accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Flodesk (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Flodesk. This includes choosing which data fields go into which fields of Flodesk, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Flodesk 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 Flodesk. 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.
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 MoreFlowdesk is a comprehensive platform designed to streamline operations and enhance productivity for businesses. It offers a suite of tools for project management, workflow automation, and team collaboration, helping organizations to efficiently manage projects and tasks.
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