Create integrations between MyDocSafe and Way We Do
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
Create a Portal Group in Mydocsafe when Checklist Started in Way-we-do
Create a Folder in Mydocsafe when Checklist Step Completed in Way We Do
Create a Portal in Mydocsafe when Checklist Step Completed in Way We Do
Create a Portal Group in Mydocsafe when Checklist Step Completed in Way We Do
Create a Folder in Mydocsafe when Procedure Accepted in Way We Do
Automate anything with way-we-do & mydocsafe Integrations!
When this happens
Triggers
New Comment
Triggers when a new comment is added to a checklist.
Checklist Started
Triggers when a checklist instance is started.
Checklist Step Completed
Triggers when a checklist instance step is completed.
Procedure Accepted
Triggers when a procedure has been accepted.
Supervisor SignOff Invite
Triggers when a supervisor is invited for signoff.
Checklist Finished
Triggers when a checklist instance is finished.
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.
Do this
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
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
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.
Integrations run at
