Connect MyDocSafe and SuiteDash 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 a Contact
List Contacts
Create a Company
Find a Company
Find a Contact
Update a Company
Update a Contact
List Companies
List Projects
Ready to use MyDocSafe and SuiteDash 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 Company
Triggers when a new company is created.
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 a Contact
Creates a New Contact.
List Contacts
Get all Existing Contacts.
Create a Company
Creates a New Company.
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Frequently Asked Questions
To start, connect both your MyDocSafe and SuiteDash accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in SuiteDash (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in SuiteDash. This includes choosing which data fields go into which fields of SuiteDash, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and SuiteDash 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 SuiteDash. 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 SuiteDash
SuiteDash is an all-in-one business software platform designed to streamline and automate various business processes, including CRM, project management, invoicing, and client portals. It is tailored to help businesses enhance their productivity and improve client interactions by providing a comprehensive suite of tools in a single platform.
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