Connect MyDocSafe and Pyrus
Integrate MyDocSafe with Pyrus to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Simple Task in Pyrus when Document is Signed in Mydocsafe
Get Forms from Pyrus when Document is Signed in Mydocsafe
Create Task With Form in Pyrus when Document is Signed in Mydocsafe
Delete Task in Pyrus when Document is Signed in Mydocsafe
Add Member in Pyrus when Document is Signed in Mydocsafe
Popular MyDocSafe + Pyrus 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
Pyrus
Automatically do this!
Create Simple Task
Get Forms
Create Task With Form
Delete Task
Add Member
List Forms
List Annoucements
List Catalogs
List Contacts
List Members
Get All Lists
Get Profile
List Roles
Create Simple Task in Pyrus when Document is Signed in Mydocsafe
Use this flowGet Forms from Pyrus when Document is Signed in Mydocsafe
Use this flowCreate Task With Form in Pyrus when Document is Signed in Mydocsafe
Use this flowDelete Task in Pyrus when Document is Signed in Mydocsafe
Use this flowAdd Member in Pyrus when Document is Signed in Mydocsafe
Use this flowList Forms in Pyrus when Document is Signed in Mydocsafe
Use this flowList Annoucements from Pyrus when Document is Signed in Mydocsafe
Use this flowList Catalogs from Pyrus when Document is Signed in Mydocsafe
Use this flowList Contacts from Pyrus when Document is Signed in Mydocsafe
Use this flowList Members from Pyrus when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Pyrus.
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 Simple Task
Creates a simple task with contacts
Get Forms
Get an existing form details by it's form id.
Create Task With Form
Creates a new task With an existing Form.
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 Pyrus
Pyrus is a collaborative work management platform designed to streamline workflows, automate routine tasks, and enhance team productivity. It offers features such as task management, approval workflows, and real-time collaboration to help businesses operate more efficiently.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Pyrus 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 Pyrus 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 Pyrus. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Pyrus, and a separate workflow where Pyrus 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 Pyrus. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Pyrus integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
