Connect Netlify and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Deploy Started
Deploy Succeeded after failing
New Deploy Failed
New Form Submission
Deploy Created
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Netlify and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Deploy Started
Triggers when a new deploy of your site has started building.
Deploy Succeeded after failing
Triggers when a new version of your site has successfully deployed after failing.
New Deploy Failed
Triggers when a new deploy of your site has failed.
New Form Submission
Triggers when a form receives a new submission.
Deploy Created
Triggers when a new deploy is created.
Document is Signed
Triggers when a document is signed by all required parties.
Do thisActions
Action is the task that follows automatically within your Netlify integrations.
Start deploy
Performs a new deploy of an existing site.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your Netlify and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Netlify triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Netlify data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Netlify and MyDocSafe 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 Netlify and MyDocSafe. 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 Netlify
Netlify is a platform that automates the deployment and management of modern web projects. It provides continuous deployment, a powerful build environment, and a global CDN to deliver your sites quickly and securely.
Learn MoreAbout 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.
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