Connect MyDocSafe and Trello 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 Board
Create Trello Card
Update Card
Create Comment
Create List
Move Card to List
Add Checklist to Card
Add Attachments to a Card
Add Label to a card
Add Member to a Card
Create Checklist item in Card
Create Label
Find Member
Find Label on a Board
Find List on a Board
Find Checklist Item
Find Checklist
Find Board
Remove Label From Card
Delete Checklist in Card
Copy Board
Close Board
Archieve Card
Complete Checklist item in Card
List all Lists of a Board
Find Card
Find Cards in a List
Find Comments Using Card ID
Get Activities Of Card
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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/Updated Board
Triggers when a new board is added or updated
Card Archieved
Triggers when a card is archieved in trello
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 Board
Creates a new board.
Create Trello Card
Create a new card on a chosen Trello board and list. Optionally add description, labels, members, attachments, checklists, cover, and location.
Update Card
update card in trello
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Step by step guides to integrate MyDocSafe and Trello
Frequently Asked Questions
To start, connect both your MyDocSafe and Trello accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Trello (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Trello. This includes choosing which data fields go into which fields of Trello, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Trello 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 Trello. 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 Trello
Track progress of tasks in one convenient place with a visual layout that adds 'ta-da' to your to-do's
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