Connect MyDocSafe and Rocketlane 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!
Create Project
Archive Project
Create Task
Delete Project
Import Template to Project
Update Project
Update Task
Search Project
Search Task
Search User
Post Task Message
Get all Task
Get all task by Id
Get all fields
Get all Projects
Get all time-offs
Get all users
Get time entry categories
Get time entry
Delete Task
Get field by Id
Get phase
Get User by Id
Get all space documents
Ready to use MyDocSafe and Rocketlane 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.
New Project Created
Triggers when a new project is created.
Project Updated
Triggers when a project is updated.
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 Project
Creates a project.
Archive Project
Archives a project.
Create Task
Creates a task.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Rocketlane accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Rocketlane (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Rocketlane. This includes choosing which data fields go into which fields of Rocketlane, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Rocketlane 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 Rocketlane. 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 Rocketlane
Rocketlane is a collaborative customer onboarding platform that helps you shorten time to value and deliver a delightful onboarding experience.
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