Full list

Supported Triggers & Actions

Everything you can automate between Prefetch and MyDocSafe.

When this happensTriggers

A trigger is an event that starts a workflow.

New Page Change Detected

New Page Change Detected

Runs when a watched page changes, appears, is removed or starts failing.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for Prefetch

Do thisActions

Action is the task that follows automatically within your Prefetch integrations.

Get Brand Assets

Get Brand Assets

Get the logos, colors, fonts, images and social links of a website.

Get Company Info

Get Company Info

Get the legal company name, contact emails and addresses from a website.

Classify Website

Classify Website

Get the IAB industry category, descriptions and stock tickers for a website.

Enrich Website

Enrich Website

Get brand assets, company details and industry category for a website in one step.

Find Domain by Company Name

Find Domain by Company Name

Find the official website domain for a company, brand or product name.

Scrape Page

Scrape Page

Turn a web page into clean markdown, a summary, structured JSON, links or images.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations MyDocSafe
MyDocSafe + Prefetch
MyDocSafe logo

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

How do I connect Prefetch and MyDocSafe?

Sign up for a free viaSocket account, then authorize both your Prefetch 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Prefetch and MyDocSafe as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Prefetch to MyDocSafe?

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.

Can the integration run in both directions?

Yes. You can set up a workflow where Prefetch triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in Prefetch. Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Prefetch and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Prefetch 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.