Connect MyDocSafe and Octolens
Integrate MyDocSafe with Octolens to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Find Mentions in Octolens when Document is Signed in Mydocsafe
Create Keyword in Octolens when Document is Signed in Mydocsafe
Update Keyword in Octolens when Document is Signed in Mydocsafe
Delete Keyword from Octolens when Document is Signed in Mydocsafe
List Feeds from Octolens when Document is Signed in Mydocsafe
Popular MyDocSafe + Octolens 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
Octolens
Automatically do this!
Find Mentions
Create Keyword
Update Keyword
Delete Keyword
List Feeds
Update Feed
Delete Feed
Get Organization
List Keywords
Find Mentions in Octolens when Document is Signed in Mydocsafe
Use this flowCreate Keyword in Octolens when Document is Signed in Mydocsafe
Use this flowUpdate Keyword in Octolens when Document is Signed in Mydocsafe
Use this flowDelete Keyword from Octolens when Document is Signed in Mydocsafe
Use this flowList Feeds from Octolens when Document is Signed in Mydocsafe
Use this flowUpdate Feed in Octolens when Document is Signed in Mydocsafe
Use this flowDelete Feed from Octolens when Document is Signed in Mydocsafe
Use this flowGet Organization from Octolens when Document is Signed in Mydocsafe
Use this flowList Keywords from Octolens when Document is Signed in Mydocsafe
Use this flowFind Mentions in Octolens when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Octolens.
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.
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
Find Mentions
Find mentions filtered by source, sentiment, keywords, date range, or relevance; select fields and include metrics.
Create Keyword
Create a keyword to monitor mentions and configure platforms, tag, matching, exclusions, and alerts.
Update Keyword
Modify an existing keyword monitor to change tracked terms, platforms, filters (relevance, sentiment, intent), or alert settings.
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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AI will build it for you
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.
Learn More About Automation
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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 Octolens
Octolens is an AI-powered social listening platform that monitors brand, competitor, and market mentions across social media, developer communities, news, podcasts, and other online sources. It filters mentions by relevance, sentiment, and intent, then delivers actionable alerts through APIs, webhooks, Slack, and email.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Octolens 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 Octolens 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 Octolens. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Octolens, and a separate workflow where Octolens 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 Octolens. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Octolens integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
