Connect MyDocSafe and SquaredUp to Build Intelligent Automations
Ready to use MyDocSafe and SquaredUp 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
Create User
Create Tenent User.
Delete User
Deleting the User using Email.
Search User
This action search user by email id.
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Frequently Asked Questions
To start, connect both your MyDocSafe and SquaredUp accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in SquaredUp (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in SquaredUp. This includes choosing which data fields go into which fields of SquaredUp, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and SquaredUp 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 SquaredUp. 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 SquaredUp
SquaredUp provides engineering teams with end-to-end visibility of their business-critical applications, allowing them to monitor and manage the health, performance, and overall status of their systems.
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