Connect MyDocSafe and Neon
Integrate MyDocSafe with Neon to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Retrieve Current User Details in Neon when Document is Signed in Mydocsafe
Create Project in Neon when Document is Signed in Mydocsafe
Create Branch in Neon when Document is Signed in Mydocsafe
Create Role in Neon when Document is Signed in Mydocsafe
Update Project in Neon when Document is Signed in Mydocsafe
Popular MyDocSafe + Neon 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
Neon
Automatically do this!
Retrieve Current User Details
Create Project
Create Branch
Create Role
Update Project
Update Branch
Delete Project
Delete Branch
Retrieve Current User Details in Neon when Document is Signed in Mydocsafe
Use this flowCreate Project in Neon when Document is Signed in Mydocsafe
Use this flowCreate Branch in Neon when Document is Signed in Mydocsafe
Use this flowCreate Role in Neon when Document is Signed in Mydocsafe
Use this flowUpdate Project in Neon when Document is Signed in Mydocsafe
Use this flowUpdate Branch in Neon when Document is Signed in Mydocsafe
Use this flowDelete Project in Neon when Document is Signed in Mydocsafe
Use this flowDelete Branch in Neon when Document is Signed in Mydocsafe
Use this flowRetrieve Current User Details in Neon when Form is submitted in Mydocsafe
Use this flowCreate Project in Neon when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Neon.
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 Project
Triggers when new project is created.
New Branch
Triggers when new branch is created in an existing project.
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
Retrieve Current User Details
Retrieve a currnet user details.
Create Project
Creates a Project.
Create Branch
Creates a Branch.
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 Neon
Neon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Neon 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 Neon 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 Neon. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Neon, and a separate workflow where Neon 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 Neon. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Neon integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
