Integrations Microsoft Sharepoint MyDocSafe
Microsoft Sharepoint + MyDocSafe

Connect Microsoft Sharepoint and MyDocSafe to Build Intelligent Automations

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Microsoft Sharepoint

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MyDocSafe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New List Created

New List Created

Triggers when new list is created.

New List Item Created

New List Item Created

Triggers when new item in the list is created.

Updated List Item

Updated List Item

Trigger when existing item in the list is updated.

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

Do thisActions

Action is the task that follows automatically within your Microsoft Sharepoint integrations.

Create a list

Create a list

Create a new list

Create a List Item

Create a List Item

Creates a new List Item.

Update List Item

Update List Item

Update an existing list item.

Delete List Item

Delete List Item

Delete an existing list item.

Find List Item

Find List Item

Find an existing list item on user given value.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

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Step by step guides to integrate Microsoft Sharepoint and MyDocSafe

Frequently Asked Questions

How do I start an integration between Microsoft Sharepoint and MyDocSafe?

To start, connect both your Microsoft Sharepoint and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Microsoft Sharepoint triggers actions in MyDocSafe (or vice versa).

Can we customize how data from Microsoft Sharepoint is recorded in MyDocSafe?

Absolutely. You can customize how Microsoft Sharepoint 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.

How often does the data sync between Microsoft Sharepoint and MyDocSafe?

The data sync between Microsoft Sharepoint and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Microsoft Sharepoint to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Microsoft Sharepoint and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Microsoft Sharepoint 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.

Microsoft Sharepoint

About Microsoft Sharepoint

Microsoft SharePoint is a service that helps organizations share content to quickly find information and seamlessly collaborate.

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MyDocSafe

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.

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