Connect MyDocSafe and Sentry 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 a New Team
Create a New Project
Add a Team to a Project
Update a Project
Delete a Project
Delete a Team from a Project
Create a New Dashboard for an Organization
Delete an Organization's Custom Dashboard
Ready to use MyDocSafe and Sentry 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.
Project Organization New Members
Triggers list of active organization members that belong to any team assigned to the project.
New Project
Return a list of projects created in given scheduled time.
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 a New Team
Create a new team bound to an organization.
Create a New Project
Create a new project bound to a team.
Add a Team to a Project
Give a team access to a project.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Sentry accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Sentry (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Sentry. This includes choosing which data fields go into which fields of Sentry, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Sentry 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 Sentry. 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 Sentry
Sentry is a powerful error tracking and performance monitoring tool designed for developers to identify and fix issues in real-time. It provides detailed insights into application errors, performance bottlenecks, and user impact, enabling teams to enhance their software's reliability and user experience.
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