Connect MyDocSafe and Gmail 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!
Send Email
Remove Label From Email
Add Label to Email
Reply to Email
Search Mails
Get Email Attachment
Create an email in draft
Ready to use MyDocSafe and Gmail 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 mail matches your specified search criteria
Search Gmail for messages that match a subject, sender, or CC received within the specified recent time window, and return each message's headers, body (HTML/plain), date, and link.
New Email
Retrieve Gmail messages for selected label(s) received within a recent timeframe and return each message's headers, body (HTML/plain), and attachment URLs.
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
Send Email
Send an email through Gmail with subject and plain-text or HTML body; include optional CC, BCC, custom sender and reply-to, attach files or Google Drive/Workspace exports, and apply labels.
Remove Label From Email
Remove a specified label from the first Gmail message matching the provided subject and/or sender criteria.
Add Label to Email
Search Gmail by subject and/or sender, find the first matching message, and add the selected label to it.
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Step by step guides to integrate MyDocSafe and Gmail
Frequently Asked Questions
To start, connect both your MyDocSafe and Gmail accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Gmail (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Gmail. This includes choosing which data fields go into which fields of Gmail, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Gmail 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 Gmail. 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 Gmail
Gmail is a free email service developed by Google. It allows users to send and receive emails, manage their inbox, and organize their communications efficiently. With features like spam filtering, search capabilities, and integration with other Google services, Gmail is a powerful tool for personal and professional communication.
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