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Connect Qase and MyDocSafe

Integrate Qase with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Qase and MyDocSafe.

When this happensTriggers

A trigger is an event that starts a workflow.

New Test Run

New Test Run

Runs when a new test run starts in a chosen project, optionally for a milestone or environment.

New Test Run Completed

New Test Run Completed

Runs when a test run in a chosen project finishes (passed, failed or aborted).

New Test Result

New Test Result

Runs when a new test result is recorded in a chosen project, optionally for one run or status.

New Defect

New Defect

Runs when a new defect is logged in a chosen project.

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

Do thisActions

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

Create Test Case

Create Test Case

Create a test case with steps, severity and priority in a chosen project and suite.

Create Test Run

Create Test Run

Start a test run in a project with chosen cases, a test plan, or all cases, plus environment and milestone.

Update Test Case

Update Test Case

Update a test case's title, steps, severity, tags or other fields. Empty fields stay unchanged.

Find Test Cases

Find Test Cases

Find test cases in a project by name, suite, severity, status or other filters, or get one by ID.

Update Test Run

Update Test Run

Update a test run's title, description, environment, milestone, tags or configurations. Empty fields stay unchanged.

Complete Test Run

Complete Test Run

Mark a test run as complete so its results are final.

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 + Qase
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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 Qase and MyDocSafe?

Sign up for a free viaSocket account, then authorize both your Qase 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 Qase 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 Qase 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 Qase triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in Qase. 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 Qase 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 Qase 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.