Connect MyDocSafe and Softr 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 User
Delete User
Create Database Record
Delete Database Record
Update Database Record
Search Database Record
Ready to use MyDocSafe and Softr 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 Database Record
Triggers when a new database record created.
Database Record Updated
Triggers when a new database record 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 User
Creates a new user.
Delete User
Delete a User by its email
Create Database Record
Create records in a database tables.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Softr accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Softr (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Softr. This includes choosing which data fields go into which fields of Softr, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Softr 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 Softr. 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 Softr
Softr is a no-code platform that allows users to build fully functional web applications and workflows without writing code. It enables the creation of customizable apps with integrated data from various sources, perfect for building websites, internal tools, or customer portals quickly.
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