Connect MyDocSafe and Google Drive 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!
Create a new sheet or doc or slide
Create a Folder
Share a File
Copy a File
Get all Files
Share a file with Anyone
Get all Files with Content
Move a File
Upload a File
Search Folder
Search File
Get File or Folder by ID
Replace a File
Ready to use MyDocSafe and Google Drive automations
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 or Updated File in specific folder
Triggers when a new or updated file in a specific folder .
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
Create a new sheet or doc or slide
Create a new Sheet, Document, or presentation file quickly and easily.
Create a Folder
creates an empty folder.
Share a File
shares a file
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Frequently Asked Questions
To start, connect both your MyDocSafe and Google Drive accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Google Drive (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Google Drive. This includes choosing which data fields go into which fields of Google Drive, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Google Drive 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 Google Drive. 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 Google Drive
Google Drive is Google's file sync app that lets you store all of your files online alongside your Google Docs documents, and keep them synced with all of your devices.
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