Connect Onfleet and MyDocSafe
Integrate Onfleet with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when Task Created in Onfleet
Create a Portal in Mydocsafe when Task Created in Onfleet
Create a Portal Group in Mydocsafe when Task Created in Onfleet
Create Task in Onfleet when Document is Signed in Mydocsafe
List Administrators from Onfleet when Document is Signed in Mydocsafe
Popular Onfleet + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
Onfleet
When this happens...
Task Created
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when Task Created in Onfleet
Use this flowCreate a Portal in Mydocsafe when Task Created in Onfleet
Use this flowCreate a Portal Group in Mydocsafe when Task Created in Onfleet
Use this flowCreate Task in Onfleet when Document is Signed in Mydocsafe
Use this flowList Administrators from Onfleet when Document is Signed in Mydocsafe
Use this flowDelete Task in Onfleet when Document is Signed in Mydocsafe
Use this flowClone Task in Onfleet when Document is Signed in Mydocsafe
Use this flowList Workers from Onfleet when Document is Signed in Mydocsafe
Use this flowGet Workers by Location from Onfleet when Document is Signed in Mydocsafe
Use this flowList Hubs from Onfleet when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between Onfleet and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
Task Created
Triggers when an Onfleet task is created.
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
Action is the task that follows automatically within your Onfleet integrations.
Create Task
Creates a pickup or dropoff task.
List Administrators
Get all the administrators
Delete Task
Delete a active task
Clone Task
Clones a existing task
List Workers
Returns a collection of all workers in your organization.
Get Workers by Location
You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.
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 Onfleet
Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.
Learn moreSimilar apps
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Onfleet and MyDocSafe 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 Onfleet and MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where Onfleet triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in Onfleet. 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 Onfleet and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Onfleet and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
