MyDocSafe Zapier integrationAutomate MyDocSafe with Zapier.
The MyDocSafe Zapier integration offers 8 triggers, 0 actions and 0 searches. All eight are instant: a signature completed or rejected, a proposal sent, won or lost, a form submitted. Here is what each one starts, what it costs and what it cannot do.
Verified Trustpilot reviews · AI, automation & growth agency
What the MyDocSafe Zapier integration does
MyDocSafe is electronic signature software that puts document security and compliance first. On Zapier it works in one direction: an event in MyDocSafe, a signed document, a won proposal or a submitted form, starts a Zap that carries the news into your other apps. Nothing is written back into MyDocSafe.
Three outcomes cover what you can build. A signature register that fills itself. Sign Completed fires and a spreadsheet gets a new row, so you always know which document was signed. A sales pipeline that hears about every proposal. Proposal Won and Proposal Lost can add a line to the sheet or the tool your team tracks deals in. Form answers that land where they are needed. Form Submission passes each answer of a chosen MyDocSafe form on to the next app.
Now what the app page does not spell out. MyDocSafe has no action on Zapier: a Zap cannot send a document for signature, create a proposal or add anything to MyDocSafe. There is no search either, so a Zap cannot look up an existing document. The good news is on the trigger side: all eight are instant triggers, so a Zap starts right after the event, even on the free plan, with no waiting for a check.
If you are still weighing Zapier itself, see our Zapier review.
Zapier vocabulary in one minute
Seven words come back on this page. Here they are once, in plain English.
- Zap
- The automation you build on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts the Zap, such as a completed signature in MyDocSafe. Once the Zap is on, Zapier waits for it.
- Action
- What the Zap does once started: the step that writes, sends or moves something for you, here always in another app.
- Task
- The unit Zapier bills. Each action that completes successfully counts as one task against your plan.
- Instant trigger
- A trigger the app reports to Zapier itself the moment the event happens. A polling trigger, by contrast, is checked on a timer.
- Filter
- A step that lets the Zap continue only when what arrived meets the condition you set, and stops it otherwise.
- Multi-step Zap
- Any Zap beyond one trigger and one action. A second action or a filter makes one, and it then needs a paid plan.
What a MyDocSafe Zap really costs
MyDocSafe is not a premium app, so it runs on the free plan. Zapier bills in tasks, and the MyDocSafe trigger never spends one.
- MyDocSafe trigger0 tasks
- Each successful action1 task
- Free plan100 tasks a month, two-step Zaps
- Premium appNo
The trigger is free; only the action that follows, in another app, counts as one task each time it succeeds, and a failed one counts as nothing. The free plan gives 100 tasks a month and unlimited Zaps, each capped at two steps. A filter or a second action makes the Zap multi-step, which needs a paid plan. Zapier publishes the interval grid below for polling triggers; it does not apply to MyDocSafe, whose eight triggers are all instant.
Connect MyDocSafe to Zapier in three steps
- 01
Open the Apps page
In your Zapier account, go to Apps and click + Add connection. You need a MyDocSafe account, plus read or write access on anything you do not own yourself and want the Zap to touch.
- 02
Pick MyDocSafe
Search for MyDocSafe in the dialog, select it, then click Add connection. A new tab opens on the MyDocSafe side, which is where you actually sign in.
- 03
Sign in and grant access
Log in to MyDocSafe in that tab and grant Zapier access to the account. All eight triggers then reuse this connection in every Zap, so you set it up once.
Your first Zap: a register of signed documents
GoalEach completed signature in MyDocSafe that passes your filter adds a row to a spreadsheet, giving you a register of signed documents outside the app.
- 01
Set the trigger
Create a Zap, choose MyDocSafe and Sign Completed, then your connection. Pick the Company, which is required. The editor shows a lightning bolt: this trigger is instant.
- 02
Test it on real signatures
Run the trigger test. Zapier brings back the three most recent items of the connected account, so you map fields on a real signed document rather than a guess.
- 03
Add the filter
Add a Filter step from the plus icon and set the field, the rule and the value. A filter makes the Zap multi-step, so this step needs a paid plan.
- 04
Add the spreadsheet action
Pick your spreadsheet app and its action to add a row, then place the values of the signature that came back from the test into the right columns.
- 05
Test, then publish
Test the action once and read what came back before going further. Then publish the Zap to switch it on; only signatures completed afterwards are logged.
MyDocSafe triggers on Zapier
8 events start a Zap when something happens in MyDocSafe, and 8 of them are instant: the app calls Zapier straight away, whatever your plan.
Form Submission
Instant triggerIn Zapier“Triggers when a from of that company is submitted.”
Starts the Zap whenever someone submits one of your MyDocSafe forms, so each answer can go straight to the app that needs it.
Proposal Lost
Instant triggerIn Zapier“Triggers when a proposal is lost.”
Fires when a proposal in MyDocSafe is marked as lost, giving you a hook to close the loop on a deal that did not go through.
Proposal Sent
Instant triggerIn Zapier“Triggers when a proposal is sent.”
Reacts each time a proposal leaves MyDocSafe for its recipient, the natural start for a follow-up reminder.
Proposal Started
Instant triggerIn Zapier“Triggers when a proposal is started.”
Signals that a new proposal has been started in MyDocSafe, before it is even sent.
Proposal Won
Instant triggerIn Zapier“Triggers when a proposal is won.”
Kicks off a Zap when a MyDocSafe proposal is won, a result worth passing on to the rest of the team.
Sign Completed
Instant triggerIn Zapier“Triggers when a document sign is completed.”
Runs your Zap as soon as a document signature is completed in MyDocSafe, so the signed paperwork can move on.
Sign Rejected
Instant triggerIn Zapier“Triggers when a document signature is rejected.”
Fires when someone rejects a document signature in MyDocSafe, so a refusal does not sit unnoticed in the app.
Sign Request Sent
Instant triggerIn Zapier“Triggers when a document sign request is sent.”
Picks up each signature request sent from MyDocSafe and hands it to the next steps of your Zap.
When a MyDocSafe Zap breaks
Zapier attaches no help article to MyDocSafe and documents no limit specific to the app. The cases below come from the general rules every Zap follows.
Four of them matter for a Zap that reacts to documents. If one shows up, our Zapier troubleshooting guide is the next stop.
Past documents are not picked up
A Zap only reacts to what happens after you switch it on. Signatures, proposals or form answers that already existed are not sent; moving that backlog is a separate job.A Zap that sets itself off
As a general precaution: a Zap that writes into the very place its own trigger watches can start itself again and again, and burns through tasks fast.A big batch gets held back
If a trigger suddenly returns a huge batch, after a bulk import or a migration, Zapier's flood protection can hold those items back.A filter that never passes
Filter rules are typed: a text rule only works on text, a number rule only on numbers. Picking the wrong type is why a filter never lets anything through.
Need help automating MyDocSafe with Zapier?
A person reads every message.
