Connect MyDocSafe and Locate2u 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 Order
Get order details
Create Stop
Update Order
Create Shipment
Get Shipment Details
Update Stop
Get Team Member Details
Get Stop Details
Update shipment
Ready to use MyDocSafe and Locate2u 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.
Stop Status Change
Triggers when the status of a stop in Locate2u is changed.
Shipment Status Change
Triggers when the status of a shipment in Locate2u is changed.
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 Order
Creates a new order
Get order details
Get existing order's details.
Create Stop
Creates a new stop. Can be assigned to a user or left unassigned.
Know More About Mydocsafe and Locate2u Stops Integration Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and Locate2u accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Locate2u (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Locate2u . This includes choosing which data fields go into which fields of Locate2u , setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Locate2u 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 Locate2u . 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 Locate2u
Locate2u is a powerful platform designed to optimize and manage your delivery and service operations. With the Locate2u Stops Integration, businesses can efficiently track and manage their delivery stops, ensuring timely and accurate deliveries. This integration helps streamline logistics, improve customer satisfaction, and enhance operational efficiency.
Learn More
