Connect MyDocSafe and total-synergy 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!
- Request a new Action for total-synergy
Enable Integrations or automations with these events of MyDocSafe and total-synergy
Enable Integrations or automations with these events of MyDocSafe and total-synergy
Triggers
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.
Actions
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your MyDocSafe and total-synergy accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in total-synergy (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in total-synergy. This includes choosing which data fields go into which fields of total-synergy, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and total-synergy 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 total-synergy. 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 total-synergy
Synergy is a project and business management software solution for Architecture, Engineering and Construction (AEC) Design Businesses.
Learn More
