Connect MyDocSafe and Manifestly Checklists 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 Run Workflow
Get Workflow Details
Add Workflow Step
Create or Update a Workflow
Update a Run
List Active Workflows
List Archived Workflows
List Runs
List Users
List Departments
Ready to use MyDocSafe and Manifestly Checklists 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.
New Run
Triggers when a run is started.
Complete Step
Triggers when a workflow step is completed
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 Run Workflow
Creates a run of a workflow.
Get Workflow Details
List all the details of the workflow.
Add Workflow Step
Add a step to an existing workflow.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Manifestly Checklists accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Manifestly Checklists (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Manifestly Checklists. This includes choosing which data fields go into which fields of Manifestly Checklists, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Manifestly Checklists 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 Manifestly Checklists. 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 Manifestly Checklists
Manifestly Checklists software improves collaboration and accountability in your organization's recurring processes.
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