Connect MyDocSafe and Reclaim AI
Integrate MyDocSafe with Reclaim AI to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Task in Reclaim AI when Document is Signed in Mydocsafe
Get Tasks from Reclaim AI when Document is Signed in Mydocsafe
Create Task in Reclaim AI when Form is submitted in Mydocsafe
Get Tasks from Reclaim AI when Form is submitted in Mydocsafe
Create Task in Reclaim AI when Esign is Rejected in Mydocsafe
Popular MyDocSafe + Reclaim AI 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
Reclaim AI
Automatically do this!
Create Task
Get Tasks
Create Task in Reclaim AI when Document is Signed in Mydocsafe
Use this flowGet Tasks from Reclaim AI when Document is Signed in Mydocsafe
Use this flowCreate Task in Reclaim AI when Form is submitted in Mydocsafe
Use this flowGet Tasks from Reclaim AI when Form is submitted in Mydocsafe
Use this flowCreate Task in Reclaim AI when Esign is Rejected in Mydocsafe
Use this flowGet Tasks from Reclaim AI when Esign is Rejected in Mydocsafe
Use this flowCreate Task in Reclaim AI when Sign Request Sent via MyDocSafe
Use this flowGet Tasks from Reclaim AI when Sign Request Sent via MyDocSafe
Use this flowCreate a Folder in Mydocsafe when When a new task is created in Reclaim AI
Use this flowCreate a Portal in Mydocsafe when When a new task is created in Reclaim AI
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Reclaim AI.
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.
When a new task is created
Runs the workflow automatically whenever a new task is created in Reclaim AI.
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
Create a task with title, due date, priority, notes, duration, and scheduling options (snooze, min/max work duration, on‑deck, event color).
Get Tasks
Find or search tasks and filter results by status, title, priority, or event category.
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 Reclaim AI
Reclaim AI is an AI-powered calendar assistant that automatically schedules focus time, tasks, habits, meetings, and breaks to help individuals and teams protect time, reduce meeting overload, and improve productivity across Google Calendar and Outlook Calendar.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Reclaim AI 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 Reclaim AI 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 Reclaim AI. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Reclaim AI, and a separate workflow where Reclaim AI 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 Reclaim AI. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Reclaim AI integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
