Connect MyDocSafe and RepairShopr
Integrate MyDocSafe with RepairShopr to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Appointment Type in Repairshopr when Document is Signed in Mydocsafe
List All Custom Assets from RepairShopr when Document is Signed in Mydocsafe
List All Contacts from RepairShopr when Document is Signed in Mydocsafe
List All Customers from RepairShopr when Document is Signed in Mydocsafe
List All Estimates from RepairShopr when Document is Signed in Mydocsafe
Popular MyDocSafe + RepairShopr 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
RepairShopr
Automatically do this!
List Appointment Type
List All Custom Assets
List All Contacts
List All Customers
List All Estimates
List All Invoices
List All Items
List All Leads
List All Line Items
List All Ticket Forms
List All Payment method
List All Payments
List All Portal Users
List All Products
List All Purchase Orders
List All RMM Alerts
List All Invoice Schedules
List All Account Settings
Get Tab Settings
Get Printing Settings
List All Ticket Timers
List All Tickets
Get Ticket Settings
List All Timelogs
Get Last Timelog
Get Current User
List All User
List All Vendors
List All Wiki Pages
List Appointment Type in Repairshopr when Document is Signed in Mydocsafe
Use this flowList All Custom Assets from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Contacts from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Customers from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Estimates from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Invoices from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Items from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Leads from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Line Items from RepairShopr when Document is Signed in Mydocsafe
Use this flowList All Ticket Forms from RepairShopr when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and RepairShopr.
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
List Appointment Type
Returns the list of appointment types
List All Custom Assets
Returns the list of all custom assets
List All Contacts
Returns the list of all contacts
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 RepairShopr
RepairShopr is a platform to manage a service or repair business with job tracking (ticketing) and an emphasis on great communication.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and RepairShopr 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 RepairShopr 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 RepairShopr. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in RepairShopr, and a separate workflow where RepairShopr 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 RepairShopr. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and RepairShopr integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
