Connect Tookan and MyDocSafe to Build Intelligent Automations

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Tookan

When this happens...

Choose an Action

MyDocSafe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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 Tookan

Do thisActions

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

Create a Pickup and Delivery Task

Create a Pickup and Delivery Task

Creates a Pick and Delivery Task.

Create a Pickup Task

Create a Pickup Task

Create a new Pick Up Task.

Create an Appointment Task

Create an Appointment Task

Create an Appointment Task.

Create an FOS Workflow Task

Create an FOS Workflow Task

Creates an FOS workflow Task.

Create a Team

Create a Team

Create a New Team.

Create a Manager

Create a Manager

Creates a Manager.

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Frequently Asked Questions

How do I start an integration between Tookan and MyDocSafe?

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

Can we customize how data from Tookan is recorded in MyDocSafe?

Absolutely. You can customize how Tookan 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 Tookan and MyDocSafe?

The data sync between Tookan 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 Tookan 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 Tookan and MyDocSafe?

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

Tookan

About Tookan

Tookan is a comprehensive delivery management platform designed to streamline and optimize your delivery operations. It offers real-time tracking, route optimization, and efficient task management to ensure timely and accurate deliveries.

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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.

Learn More