Full list

Supported Triggers & Actions

Everything you can automate between MyDocSafe and Joget.

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

New CRM Account

New CRM Account

Retrieve CRM accounts modified within the specified timeframe (minutes), sorted by most recent modification.

Request a new Trigger for MyDocSafe

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

App version list

App version list

Retrieves all version of an app.

List All Apps

List All Apps

Retrieve a list of all available apps.

List Published Userviews

List Published Userviews

Retrieve a list of published userviews for an app.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations MyDocSafe
MyDocSafe + Joget
MyDocSafe logo

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.

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Integrations Joget
Joget + MyDocSafe
Joget logo

About Joget

Joget is an open-source no-code/low-code application platform that empowers users to build enterprise web applications rapidly. It combines the best of process automation, workflow management, and application development in a single platform, making it ideal for businesses looking to streamline operations and enhance productivity without extensive coding knowledge.

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Frequently Asked Questions

How do I connect MyDocSafe and Joget?

Sign up for a free viaSocket account, then authorize both your MyDocSafe and Joget 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Joget as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from MyDocSafe to Joget?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Joget. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where MyDocSafe triggers actions in Joget, and a separate workflow where Joget triggers actions in MyDocSafe. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between MyDocSafe and Joget. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire MyDocSafe and Joget integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.