Connect vPlan and MyDocSafe
Integrate vPlan with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New or Changed Collection in vPlan
Create a Portal in Mydocsafe when New or Changed Collection in vPlan
Create a Portal Group in Mydocsafe when New or Changed Collection in vPlan
Create a Folder in Mydocsafe when New or Updated Card in vPlan
Create a Portal in Mydocsafe when New or Updated Card in vPlan
Popular vPlan + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
vPlan
When this happens...
New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when New or Changed Collection in vPlan
Use this flowCreate a Portal in Mydocsafe when New or Changed Collection in vPlan
Use this flowCreate a Portal Group in Mydocsafe when New or Changed Collection in vPlan
Use this flowCreate a Folder in Mydocsafe when New or Updated Card in vPlan
Use this flowCreate a Portal in Mydocsafe when New or Updated Card in vPlan
Use this flowCreate a Portal Group in Mydocsafe when New or Updated Card in vPlan
Use this flowCreate a Folder in Mydocsafe when Attached or Detached Label on a Card in vPlan
Use this flowCreate a Portal in Mydocsafe when Attached or Detached Label on a Card in vPlan
Use this flowCreate a Portal Group in Mydocsafe when Attached or Detached Label on a Card in vPlan
Use this flowCreate a Folder in Mydocsafe when Attached or Detached Resource on a Card in Vplan
Use this flowSupported Triggers & Actions
Everything you can automate between vPlan and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
Attached or Detached Label on a Card
Triggers when a label is attached or detached from a card.
Attached or Detached Resource on a Card
Triggers when a resource is attached or detached from a card.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
Do thisActions
Action is the task that follows automatically within your vPlan integrations.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your vPlan 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 vPlan 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 vPlan triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in vPlan. 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 vPlan and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire vPlan 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.
