Connect MyDocSafe and monday.com 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 Board
Archive Board
Get Item Column Values
Create Column
Create Group
Delete Item
Get Board Groups
Update Board
Delete Board
Archive Group
Archive Item
Create Subitem
Create Update
Delete Group
Duplicate Group
Update Group
Delete Column
List All Boards
Create Item
List Updates
Update Item Column Values
Send Notification to Selected User
Ready to use MyDocSafe and monday.com 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.
New User Joins
Runs when a new user joins
Item Column Value Changes
Runs when a column value on a board is updated.
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 Board
Create a new board
Archive Board
Archives a board to remove it from active boards while preserving its data.
Get Item Column Values
Get column values for an item
Know More About Mydocsafe and Monday Com Integrations
How to Improve Document Handling with MyDocSafe & viaSocket Integration
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5 Simple Strategies for Automating Your Workflow with monday.com
Learn how viaSocket connects monday.com with thousands of apps to automate workflows—from CRM integration and data syncing to real-time notifications, calendar events, and webhook extensions.
How viaSocket Works | A Complete Guide
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5 Simple Automation Hacks to Make Your Team Free
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Frequently Asked Questions
To start, connect both your MyDocSafe and monday.com accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in monday.com (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in monday.com. This includes choosing which data fields go into which fields of monday.com, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and monday.com 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 monday.com. 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 monday.com
monday.com is a work operating system that powers teams to run projects and workflows with confidence. It's a simple but intuitive tool that enables people to manage work, meet deadlines, and build a culture of transparency.
Learn More
