Connect MyDocSafe and viaSocket Table 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!
Add Row
Update Table Row
Delete Records
Find Table Records
List Table Columns
List All Rows From A Table
Upload File to Record
Ready to use MyDocSafe and viaSocket Table automations
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.
Column Value Updates
Runs when column value updates
New Row Is Added
Runs when new row is added
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
Add Row
Add row to selected table
Update Table Row
Change values for a table row.
Delete Records
Remove one or more rows from the selected table using comma-separated row IDs.
Know More About Mydocsafe and Viasocket Table Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and viaSocket Table accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in viaSocket Table (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in viaSocket Table. This includes choosing which data fields go into which fields of viaSocket Table, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and viaSocket Table 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 viaSocket Table. 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 viaSocket Table
Dbdash is a comprehensive dashboard application designed to provide insights and analytics for your database. It enables users to visualize data and track key performance indicators effectively.
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