Connect MyDocSafe and Missive 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 Contact
Update Contact
Create Task
Find or Create Contact
Create Draft
Create Post
Update Task
Find Contact
List Contact Books
List Conversation
List Responses
List Shared Labels
List Teams
List Users
Ready to use MyDocSafe and Missive 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 Contact
Triggers when a new contact is created
New Comment
Triggers when a new comment is added
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 Contact
Creates a new contact
Update Contact
Updates an existing contact details
Create Task
Creates a new task
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Frequently Asked Questions
To start, connect both your MyDocSafe and Missive accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Missive (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Missive. This includes choosing which data fields go into which fields of Missive, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Missive 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 Missive. 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 Missive
Email, group chat and tasks for productive teams. One app for all your internal and external communication.
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