Connect MyDocSafe and Growthbook 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 Single Project
Edit a Single Project
Deletes a Single Project
Create a New Environment
Update an Environment
Deletes a Single Environment
Create a Single Feature
Deletes a Single Feature
Create a Single Metric
Create a Single Archetype
Deletes a single archetype
Update a Single Archetype
Deletes a metric
Create a Single Dimension
Update a Single Dimension
Deletes a Single Dimension
Create a Single Fact Table
Deletes a Single Fact Table
Update a Single Fact Table
Ready to use MyDocSafe and Growthbook 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.
Project Created
Triggers when a new project is created in GrowthBook.
Feature Created
Triggers when a Feature 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
Create a Single Project
Creates a new project in GrowthBook.
Edit a Single Project
Updates the details of an existing project in GrowthBook.
Deletes a Single Project
Deletes an existing project from GrowthBook.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Growthbook accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Growthbook (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Growthbook. This includes choosing which data fields go into which fields of Growthbook, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Growthbook 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 Growthbook. 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 Growthbook
GrowthBook is a feature flagging and A/B testing platform designed to help teams make data-driven decisions. It allows users to easily manage feature rollouts, conduct experiments, and analyze results to optimize product development and user experience.
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