Connect MyDocSafe and Google Sheets 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!
Update Spreadsheet Row
List Sheet Rows
Delete Row
Add Row To Sheet
Lookup Spreadsheet Rows
Copy Subsheet
Add Multiple Rows
Create a SubSheet
Create Sheet Column
Get Sheet Rows
Create a Spreadsheet
Find Subsheet
Get Row Details
Create Spreadsheet From Template
List Spreadsheet Tabs
Ready to use MyDocSafe and Google Sheets 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 Spreadsheet Row
Runs when spreadsheet row is added or updated
New Spreadsheet
Runs when a new spreadsheet is created.
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
Update Spreadsheet Row
Update specific columns in a row of a Google Sheet.
List Sheet Rows
Retrieve rows from a Google Sheets tab as objects with row numbers; supports optional headers, offset/limit paging, and listing from the last row.
Delete Row
delete row from a specified sheet.
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Step by step guides to integrate MyDocSafe and Google Sheets
Frequently Asked Questions
To start, connect both your MyDocSafe and Google Sheets accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Google Sheets (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Google Sheets. This includes choosing which data fields go into which fields of Google Sheets, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Google Sheets 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 Sheets. 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 Sheets
Google Sheets is a cloud-based spreadsheet tool that lets users create, edit, and organize data online. It supports real-time collaboration, allowing multiple users to work on the same file simultaneously. It also includes tools for data analysis, charts, and easy sharing.
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