Connect MyDocSafe and OnOffice Enterprise
Integrate MyDocSafe with OnOffice Enterprise to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Agent Log Entry in OnOffice Enterprise when Document is Signed in Mydocsafe
Create Calendar Appointment in OnOffice Enterprise when Document is Signed in Mydocsafe
Get Appointments from OnOffice Enterprise when Document is Signed in Mydocsafe
Get Estate Listings from OnOffice Enterprise when Document is Signed in Mydocsafe
Create Estate in OnOffice Enterprise when Document is Signed in Mydocsafe
Popular MyDocSafe + OnOffice Enterprise 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
OnOffice Enterprise
Automatically do this!
Create Agent Log Entry
Create Calendar Appointment
Get Appointments
Get Estate Listings
Create Estate
Create Agent Log Entry in OnOffice Enterprise when Document is Signed in Mydocsafe
Use this flowCreate Calendar Appointment in OnOffice Enterprise when Document is Signed in Mydocsafe
Use this flowGet Appointments from OnOffice Enterprise when Document is Signed in Mydocsafe
Use this flowGet Estate Listings from OnOffice Enterprise when Document is Signed in Mydocsafe
Use this flowCreate Estate in OnOffice Enterprise when Document is Signed in Mydocsafe
Use this flowCreate Agent Log Entry in OnOffice Enterprise when Form is submitted in Mydocsafe
Use this flowCreate Calendar Appointment in OnOffice Enterprise when Form is submitted in Mydocsafe
Use this flowGet Appointments from OnOffice Enterprise when Form is submitted in Mydocsafe
Use this flowGet Estate Listings from OnOffice Enterprise when Form is submitted in Mydocsafe
Use this flowCreate Estate in OnOffice Enterprise when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and OnOffice Enterprise.
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
Create Agent Log Entry
Create agent activity log
Create Calendar Appointment
Create calendar appointment
Get Appointments
Get appointments between dates
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.
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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 OnOffice Enterprise
Due to the level of innovation, quality and reliability, onOffice estate software is a web-based tool that enables a plethora of activities such as cloud networking, optimization of work processes, creation of goal-oriented websites as well as efficient marketing.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and OnOffice Enterprise 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 OnOffice Enterprise 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 OnOffice Enterprise. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in OnOffice Enterprise, and a separate workflow where OnOffice Enterprise 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 OnOffice Enterprise. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and OnOffice Enterprise integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
