Connect MyDocSafe and Harvestr
Integrate MyDocSafe with Harvestr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Message in Harvestr when Document is Signed in Mydocsafe
Create Company in Harvestr when Document is Signed in Mydocsafe
Search Discoveries in Harvestr when Document is Signed in Mydocsafe
List Company Attributes from Harvestr when Document is Signed in Mydocsafe
List User Attributes from Harvestr when Document is Signed in Mydocsafe
Popular MyDocSafe + Harvestr flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Harvestr
Automatically do this!
Create Message
Create Company
Search Discoveries
List Company Attributes
List User Attributes
Create New User
Update User
Update Company
Create Message in Harvestr when Document is Signed in Mydocsafe
Use this flowCreate Company in Harvestr when Document is Signed in Mydocsafe
Use this flowSearch Discoveries in Harvestr when Document is Signed in Mydocsafe
Use this flowList Company Attributes from Harvestr when Document is Signed in Mydocsafe
Use this flowList User Attributes from Harvestr when Document is Signed in Mydocsafe
Use this flowCreate New User in Harvestr when Document is Signed in Mydocsafe
Use this flowUpdate User in Harvestr when Document is Signed in Mydocsafe
Use this flowUpdate Company in Harvestr when Document is Signed in Mydocsafe
Use this flowCreate Message in Harvestr when Form is submitted in Mydocsafe
Use this flowCreate Company in Harvestr when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Harvestr.
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 User Is Created
Runs when new user is created
Company Is Created
Runs when company 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
Create Message
Create a new inbox message
Create Company
Add a new company
Search Discoveries
Find discoveries by filters
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Harvestr
Harvestr is a product management tool that lets you centralize user feedback, prioritize features and communicate on your roadmap.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Harvestr accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Harvestr as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Harvestr. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Harvestr, and a separate workflow where Harvestr triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and Harvestr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Harvestr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
