Connect MyDocSafe and flowteam to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

flowteam

Automatically do this!

Enable Integrations or automations with these events of MyDocSafe and flowteam

Enable Integrations or automations with these events of MyDocSafe and flowteam

Triggers

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.

Request a new Trigger for MyDocSafe

Actions

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

Request a new Action for MyDocSafe

Explore more automations built by businesses and experts

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 flowteam?

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

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

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

How often does the data sync between MyDocSafe and flowteam?

The data sync between MyDocSafe and flowteam 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 flowteam?

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 flowteam?

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

About flowteam

flow.team is an all-in-one collaboration tool with messenger and business management for efficient project and task handling.

Learn More