Connect MyDocSafe and Onfleet 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 Task
List Administrators
Delete Task
Clone Task
List Workers
Get Workers by Location
List Hubs
List Teams
Find Recipient
List Tasks
Ready to use MyDocSafe and Onfleet 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.
Task Created
Triggers when an Onfleet task is created.
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 Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Know More About Mydocsafe and Onfleet Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and Onfleet accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Onfleet (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Onfleet. This includes choosing which data fields go into which fields of Onfleet, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Onfleet 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 Onfleet. 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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
Learn More
