Connect MyDocSafe and Trafft
Integrate MyDocSafe with Trafft to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Booking in Trafft when Document is Signed in Mydocsafe
List All Services in Trafft when Document is Signed in Mydocsafe
Create Customer in Trafft when Document is Signed in Mydocsafe
Create Booking in Trafft when Form is submitted in Mydocsafe
List All Services in Trafft when Form is submitted in Mydocsafe
Popular MyDocSafe + Trafft 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
Trafft
Automatically do this!
Create Booking
List All Services
Create Customer
Create Booking in Trafft when Document is Signed in Mydocsafe
Use this flowList All Services in Trafft when Document is Signed in Mydocsafe
Use this flowCreate Customer in Trafft when Document is Signed in Mydocsafe
Use this flowCreate Booking in Trafft when Form is submitted in Mydocsafe
Use this flowList All Services in Trafft when Form is submitted in Mydocsafe
Use this flowCreate Customer in Trafft when Form is submitted in Mydocsafe
Use this flowCreate Booking in Trafft when Esign is Rejected in Mydocsafe
Use this flowList All Services in Trafft when Esign is Rejected in Mydocsafe
Use this flowCreate Customer in Trafft when Esign is Rejected in Mydocsafe
Use this flowCreate Booking in Trafft when Sign Request Sent via MyDocSafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Trafft.
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.
Appointment Booked
Triggered when a appointment is booked in Trafft.
Appointment Canceled
Triggered when an appointment is canceled in Trafft.
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 Booking
Creates a new bookings in Trafft.
List All Services
Retrieves a list of all services.
Create Customer
Create's a new customer.
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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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 Trafft
Trafft is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses of all sizes. It offers a user-friendly interface for managing appointments, staff schedules, and client bookings, making it an ideal solution for service-based industries. With features like automated reminders, online payments, and customizable booking pages, Trafft helps businesses enhance their customer experience and improve operational efficiency.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Trafft 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 Trafft 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 Trafft. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Trafft, and a separate workflow where Trafft 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 Trafft. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Trafft integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
