Create integrations between OneNote and MyDocSafe
Create a Folder in Mydocsafe when New Note in Section in Onenote
Create a Portal in Mydocsafe when New Note in Section in Onenote
Create a Portal Group in Mydocsafe when New Note in Section in Onenote
Create Note in Onenote when Document is Signed in Mydocsafe
Create Image Note in Onenote when Document is Signed in Mydocsafe
Create Note in Section in Onenote when Document is Signed in Mydocsafe
Append Note in Onenote when Document is Signed in Mydocsafe
Create Note in Onenote when Form is submitted in Mydocsafe
Create Image Note in Onenote when Form is submitted in Mydocsafe
Create Note in Section in Onenote when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
New Note in Section
Triggers when new note is created in a section
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 thisActions
Create Note
Creates a new note
Create Image Note
Creates a note with an embedded image(must have a public URL to that image)
Create Note in Section
Creates a new note in a specific Notebook/Section
Append Note
Appends a content to the end of a note.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
About OneNote
Microsoft OneNote is a note-taking app that makes it easy to capture and save ideas, images, audio recordings, and anything else you need to remember.
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.
Learn More
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