Connect MyDocSafe and Shipday 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!
Insert Order
Search Order
Delete Order
Add Carrier
Delete Carrier
Edit Order
Assign Order To Driver
Ready to use MyDocSafe and Shipday 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.
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
Insert Order
Schedule a New Order.
Search Order
Search order by email and phone number.
Delete Order
Delete Order By Id
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Frequently Asked Questions
To start, connect both your MyDocSafe and Shipday accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Shipday (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Shipday. This includes choosing which data fields go into which fields of Shipday, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Shipday 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 Shipday. 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 Shipday
Shipday is an all-in-one delivery management platform that helps local businesses plan routes, dispatch drivers, and provide real-time order tracking with automated SMS ETAs. It supports both in-house and third‑party delivery workflows, integrates with ecommerce and POS platforms, and offers AI-powered dispatch and route optimization to speed up last‑mile deliveries.
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