Connect MyDocSafe and Scoro
Integrate MyDocSafe with Scoro to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add Comment to a Project in Scoro when Document is Signed in Mydocsafe
List all Projects from Scoro when Document is Signed in Mydocsafe
List all Contacts from Scoro when Document is Signed in Mydocsafe
List all Calendar Events from Scoro Calendar when Document is Signed in Mydocsafe
List all Tasks from Scoro when Document is Signed in Mydocsafe
Popular MyDocSafe + Scoro 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
Scoro
Automatically do this!
Add Comment to a Project
List all Projects
List all Contacts
List all Calendar Events
List all Tasks
List all Time Entries
List all Invoices
List all Quotes
List all Bills
List all Expenses
List all Purchase Orders
List all Products
List all Bookings
List all Activities
List all Users
List all Client Profiles
List all Time Offs
Find User
Add Comment to a Task
Create Calendar Event
Create Receipt
Find Quote
Find Project
Find Person
Find Invoice
Find Company
Find Task by Custom Field
Create Task
Add Comment to a Project in Scoro when Document is Signed in Mydocsafe
Use this flowList all Projects from Scoro when Document is Signed in Mydocsafe
Use this flowList all Contacts from Scoro when Document is Signed in Mydocsafe
Use this flowList all Calendar Events from Scoro Calendar when Document is Signed in Mydocsafe
Use this flowList all Tasks from Scoro when Document is Signed in Mydocsafe
Use this flowList all Time Entries from Scoro when Document is Signed in Mydocsafe
Use this flowList all Invoices from Scoro when Document is Signed in Mydocsafe
Use this flowList all Quotes from Scoro when Document is Signed in Mydocsafe
Use this flowList all Bills from Scoro when Document is Signed in Mydocsafe
Use this flowList all Expenses from Scoro when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Scoro.
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.
Task Created
Trigger when task is created.
Task Updated
Trigger when an existing task 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
Add Comment to a Project
Adds a comment to a project.
List all Projects
list all the projects
List all Contacts
list all the 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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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 Scoro
Scoro is a software-as-a-service solution[buzzword] for professional and creative services. The all-in-one business management software combines project management with time and team management, sales, billing, and professional services automation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Scoro 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 Scoro 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 Scoro. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Scoro, and a separate workflow where Scoro 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 Scoro. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Scoro integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
