Connect MyDocSafe and Placker 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!
Get Board Label
Search Card
Add Label to Card
Create Card
Remove Label From Card
Get Card Details
Ready to use MyDocSafe and Placker automations
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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.
Card Created
Triggers when card is created in a specipic board.
Card Status Changed
Triggers when card status is changed in a specipic board.
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
Get Board Label
Get labels available on Board.
Search Card
Search cards by given title.
Add Label to Card
This action allows to add selected label to card
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Frequently Asked Questions
To start, connect both your MyDocSafe and Placker accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Placker (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Placker. This includes choosing which data fields go into which fields of Placker, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Placker 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 Placker. 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 Placker
Placker provides planning and tracking tools to save time, avoid mistakes and get work done.
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