Connect MyDocSafe and VSCO Workspace to Build Intelligent Automations
Ready to use MyDocSafe and VSCO Workspace 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 Contact
Create a new contact in VSCO Workspace address book using the provided details and optional custom fields.
Create Job
Create a new job in VSCO Workspace (Tave), including name, stage, dates, and optional lead details.
Find Jobs
Retrieves the list of all jobs or search based on projectclosed Status.
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Frequently Asked Questions
To start, connect both your MyDocSafe and VSCO Workspace accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in VSCO Workspace (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in VSCO Workspace. This includes choosing which data fields go into which fields of VSCO Workspace, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and VSCO Workspace 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 VSCO Workspace. 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 VSCO Workspace
Tave is a comprehensive business management platform designed specifically for photographers and creative professionals. It offers tools for managing clients, projects, and finances, helping users streamline their workflow and grow their business.
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