Connect MyDocSafe and SignNow 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 Organization
Rename Organization
Delete organization
Create Template
Download Document PDF
Get Document Download Link
Get Document
Upload Document
Delete Document
Move Document
Share Template
Create Document Group
Delete Document Group
Rename Document Group
Create document and invite to sign
Ready to use MyDocSafe and SignNow 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.
User Document Delete
Trigger when a user document delete.
User Document Create
Trigger when user document create.
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 Organization
This action create New Organization.
Rename Organization
This action rename the Organization name.
Delete organization
This action delete an organization.
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Frequently Asked Questions
To start, connect both your MyDocSafe and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in SignNow (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and SignNow 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 SignNow. 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 SignNow
SignNow provides a secure and easy electronic signature solution that enables you to sign, send and manage documents anywhere while using any device.
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