Create integrations between vPlan and MyDocSafe
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
Create a Portal Group in Mydocsafe when New or Updated Card in vPlan
Create a Folder in Mydocsafe when Attached or Detached Label on a Card in vPlan
Create a Portal in Mydocsafe when Attached or Detached Label on a Card in vPlan
Create a Portal Group in Mydocsafe when Attached or Detached Label on a Card in vPlan
Create a Folder in Mydocsafe when Attached or Detached Resource on a Card in Vplan
Actions and Triggers
When this happensTriggers
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
List Boards
Get all existing boards
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
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Frequently Asked Questions
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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