Connect MyDocSafe and Kuration
Integrate MyDocSafe with Kuration to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project From Builder in Kuration when Document is Signed in Mydocsafe
List Project Builders from Kuration when Document is Signed in Mydocsafe
Find Projects in Kuration when Document is Signed in Mydocsafe
Add Company to Project in Kuration when Document is Signed in Mydocsafe
List Project Rows from Kuration when Document is Signed in Mydocsafe
Popular MyDocSafe + Kuration 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
Kuration
Automatically do this!
Create Project From Builder
List Project Builders
Find Projects
Add Company to Project
List Project Rows
Create Project From Builder in Kuration when Document is Signed in Mydocsafe
Use this flowList Project Builders from Kuration when Document is Signed in Mydocsafe
Use this flowFind Projects in Kuration when Document is Signed in Mydocsafe
Use this flowAdd Company to Project in Kuration when Document is Signed in Mydocsafe
Use this flowList Project Rows from Kuration when Document is Signed in Mydocsafe
Use this flowCreate Project From Builder in Kuration when Form is submitted in Mydocsafe
Use this flowList Project Builders from Kuration when Form is submitted in Mydocsafe
Use this flowFind Projects in Kuration when Form is submitted in Mydocsafe
Use this flowAdd Company to Project in Kuration when Form is submitted in Mydocsafe
Use this flowList Project Rows from Kuration when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Kuration.
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.
When a project is created or updated
Runs the workflow automatically whenever any project is created or updated in the account.
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 Project From Builder
Create a new project using a saved builder's configuration and optional form inputs.
List Project Builders
Retrieve project builders for viewing, filtering, or syncing to your tools.
Find Projects
Retrieve projects from your account or fetch a project's details. Supports name search, creation date filters, and record limits.
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 Kuration
Kuration is an AI-powered B2B data research and enrichment platform that builds custom prospect databases you own. Its AlexAI agent extracts companies and decision‑makers from 200+ live sources—event pages, directories, PDFs, Google Maps, and registries—then enriches, verifies, de‑duplicates, and syncs them to your CRM and outreach tools. Use it via web app, API, or MCP to get verified emails/phones, global multi‑language coverage, and auto‑refreshing lists.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Kuration 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 Kuration 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 Kuration. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Kuration, and a separate workflow where Kuration 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 Kuration. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Kuration integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
