Connect MyDocSafe and Streak
Integrate MyDocSafe with Streak to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Streak when Document is Signed in Mydocsafe
Get a pipeline in Streak when Document is Signed in Mydocsafe
Get my teams from Streak when Document is Signed in Mydocsafe
Get User from Streak when Document is Signed in Mydocsafe
List all Boxes in Pipeline in Streak when Document is Signed in Mydocsafe
Popular MyDocSafe + Streak flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Streak
Automatically do this!
Create Contact
Get a pipeline
Get my teams
Get User
List all Boxes in Pipeline
Get Box
List all Stages in Pipeline
List all Fields in a Pipeline
List Field Values for a Box
Get Tasks In a Box
Get a task
Get a Task
Get all meetings in a box
Get threads in a box
Create Comment
Create Task
List all Pipelines
List Teams
Link Boxes
List All Contact Fields
Get Contacts In a Box
Create Contact in Streak when Document is Signed in Mydocsafe
Use this flowGet a pipeline in Streak when Document is Signed in Mydocsafe
Use this flowGet my teams from Streak when Document is Signed in Mydocsafe
Use this flowGet User from Streak when Document is Signed in Mydocsafe
Use this flowList all Boxes in Pipeline in Streak when Document is Signed in Mydocsafe
Use this flowGet Box from Streak when Document is Signed in Mydocsafe
Use this flowList all Stages in Pipeline from Streak when Document is Signed in Mydocsafe
Use this flowList all Fields in a Pipeline from Streak when Document is Signed in Mydocsafe
Use this flowList Field Values for a Box in Streak when Document is Signed in Mydocsafe
Use this flowGet Tasks In a Box from Streak when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Streak.
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 Box
Triggered when a new box is created.
New Comment
Triggers when a Comment is made on a Box in a Pipeline
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 Contact
Creating a contact
Get a pipeline
This call will give you a single pipeline given the key.
Get my teams
List all the teams
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About Streak
Streak is a powerful CRM tool that integrates seamlessly with Gmail, allowing users to manage their customer relationships directly from their inbox. It offers features such as email tracking, pipeline management, and task automation to streamline your workflow.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Streak accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Streak as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Streak. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Streak, and a separate workflow where Streak triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and Streak. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Streak integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
