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Create integrations between Smartsheet and MyDocSafe
Create a Folder in Mydocsafe when New Row in Smartsheet
Create a Portal in Mydocsafe when New Row in Smartsheet
Create a Portal Group in Mydocsafe when New Row in Smartsheet
Create a Folder in Mydocsafe when Updated Row in Smartsheet
Create a Portal in Mydocsafe when Updated Row in Smartsheet
Create a Portal Group in Mydocsafe when Updated Row in Smartsheet
Create a Folder in Mydocsafe when New Attachment in Smartsheet
Create a Portal in Mydocsafe when New Attachment in Smartsheet
Create a Portal Group in Mydocsafe when New Attachment in Smartsheet
Create a Folder in Mydocsafe when New Comment in Smartsheet
Actions and Triggers
When this happensTriggers
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
New Comment
Triggers when a new comment is added to a row.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Do thisActions
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
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Frequently Asked Questions
About Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
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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