Connect MyDocSafe and Flow to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Flow

Automatically do this!

Ready to use MyDocSafe and Flow automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

New Task

New Task

Triggers when a new task is created in GetFlow.

Task Completed

Task Completed

Triggers when a task is marked as completed in GetFlow.

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Create Task

Create Task

Creates a new task in GetFlow Account.

list task

list task

get a task in flow.

Get List

Get List

get a List in flow.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between MyDocSafe and Flow?

To start, connect both your MyDocSafe and Flow accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Flow (or vice versa).

Can we customize how data from MyDocSafe is recorded in Flow?

Absolutely. You can customize how MyDocSafe data is recorded in Flow. This includes choosing which data fields go into which fields of Flow, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and Flow?

The data sync between MyDocSafe and Flow typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to Flow?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and Flow?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and Flow. 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

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
Flow

About Flow

GetFlow is a task and project management tool designed to help teams collaborate efficiently and manage their workflows effectively. It offers features such as task assignments, due dates, project timelines, and team communication to streamline project management processes.

Learn More