Connect SmartTask and MyDocSafe
Integrate SmartTask with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular SmartTask + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
SmartTask
When this happens...
New Contact
New Task
Task Completion
Task Comment Added
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when New Contact in SmartTask
Use this flowCreate a Portal in Mydocsafe when New Contact in SmartTask
Use this flowCreate a Portal Group in Mydocsafe when New Contact in SmartTask
Use this flowCreate a Folder in Mydocsafe when New Task in SmartTask
Use this flowCreate a Portal in Mydocsafe when New Task in SmartTask
Use this flowCreate a Portal Group in Mydocsafe when New Task in SmartTask
Use this flowCreate a Folder in Mydocsafe when Task Completion in SmartTask
Use this flowCreate a Portal in Mydocsafe when Task Completion in SmartTask
Use this flowCreate a Portal Group in Mydocsafe when Task Completion in SmartTask
Use this flowCreate a Folder in Mydocsafe when Task Comment Added in SmartTask
Use this flowSupported Triggers & Actions
Everything you can automate between SmartTask and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is added to the organization.
New Task
Triggers when a new task is added to the project.
Task Completion
Triggers when a task is marked completed.
Task Comment Added
Triggers when a comment is added on task .
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Do thisActions
Action is the task that follows automatically within your SmartTask integrations.
List Organizations
Retrieve all the list of organizatons
Create Task
Creates a new task
List User
Retrieve the list of users
List Project
Retrieve list of all projects
Add Comment to Task
Adds a new comment to task
Create Contact
Creates a new contact
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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About SmartTask
SmartTask is an online work management tool helping teams streamline their communication and workflows.
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 SmartTask 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 SmartTask 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 SmartTask triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in SmartTask. 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 SmartTask and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SmartTask 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.
