Connect MyDocSafe and Way We Do
Integrate MyDocSafe with Way We Do to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New Comment in Way We Do
Create a Portal in Mydocsafe when New Comment in Way We Do
Create a Portal Group in Mydocsafe when New Comment in Way We Do
Create a Folder in Mydocsafe when Checklist Started in Way-we-do
Create a Portal in Mydocsafe when Checklist Started in Way-we-do
Popular MyDocSafe + Way We Do 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
Way We Do
Automatically do this!
Add a New User
Complete a Checklist Step
Add a Checklist Comment
Start Checklist Instance
Find a Checklist by Title
Find a Checklist Instance by ID
Find a Checklist Instance by Title
Find a Checklist Step by ID
Find a Procedure by Title
Find a Procedure or Checklist by ID
Find a User
Find a Checklist Step by Title
Add Collaborators
List Checklist Instance Comments
List Checklist Instances
List Collaborator Invites
Get Company
List All Company Roles
List Completed Checklist Steps
List Procedure Acceptance
List All Procedures
List All Security Roles
List All Time Zones
List All Users
Create a Folder in Mydocsafe when New Comment in Way We Do
Use this flowCreate a Portal in Mydocsafe when New Comment in Way We Do
Use this flowCreate a Portal Group in Mydocsafe when New Comment in Way We Do
Use this flowCreate a Folder in Mydocsafe when Checklist Started in Way-we-do
Use this flowCreate a Portal in Mydocsafe when Checklist Started in Way-we-do
Use this flowCreate a Portal Group in Mydocsafe when Checklist Started in Way-we-do
Use this flowCreate a Folder in Mydocsafe when Checklist Step Completed in Way We Do
Use this flowCreate a Portal in Mydocsafe when Checklist Step Completed in Way We Do
Use this flowCreate a Portal Group in Mydocsafe when Checklist Step Completed in Way We Do
Use this flowCreate a Folder in Mydocsafe when Procedure Accepted in Way We Do
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Way We Do.
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 Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
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 a New User
Create and invite a New User.
Complete a Checklist Step
Mark a specific step in a checklist instance as complete.
Add a Checklist Comment
Adds a new comment to an Activated Checklist Instance step.
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 Way We Do
Way We Do is a cloud-based platform that helps businesses create, manage, and execute their standard operating procedures (SOPs) and policies. It enables organizations to streamline their processes, ensure compliance, and improve operational efficiency by providing a centralized location for all procedural documentation.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Way We Do 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 Way We Do 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 Way We Do. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Way We Do, and a separate workflow where Way We Do 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 Way We Do. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Way We Do integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
