Requirements: subscription plan Starter, Small or Business and a paid Zapier account

You can trigger events in third party software based on what happens in MyDocSafe. In this article we show you how to set up a Zap using a 'form submission' example using Google Sheets. For ready-made zap templates, scroll down to the bottom of the article.

1. Enable the integration:

Please first Sign up to create a new Zapier account or Log in if you have already a Zapier account from https://zapier.com/

2. Choose “MAKE A ZAP” or “Create Zap” from the home screen:

3. Write MyDocSafe for the “Choose App & Event” search field to locate MyDocSafe app:

4. Next, choose a trigger event.

Currently we allow for 4 types of events:

Choose from one of the triggers from the Trigger Event list and press “CONTINUE” button

5. Sign in your MyDocSafe account to give permission Zapier to handle triggers from your MyDocSafe account (this step is required only once when enabling the integration)

When you select “Sign in to MyDocSafe (1.0.0)” button, MyDocSafe login will pop up:

Please enter your login credentials to allow Zapier to access your MyDocSafe account. When you enter your credentials, you must ALLOW Zapier to access your account with the “Access to list of Your folders” permission.

When you allow Zapier to access your MyDocSafe account you will see that CONTINUE button is enabled on Zapier.

Click "Continue".

6. Select a MyDocSafe Company that you want to activate the integration for (in case you have a multi-company account)

7. Select a form you want to be the trigger.

8. Test the trigger

If the test is successful, you will see a list of fields from the webform.

To make testing easier, make sure that your form in MyDocSafe has assigned variable names to each field that you care about. These variable names will show up in the test making it more readable. Without variable names you will see machine generated codes instead that may look rather confusing.

9. Next, select the desired action

In this example, we will create a new row in a Google Sheet

Select 'Google Sheets' and 'Create Spreadsheet Row'

Then, select your google account (you may be asked to authenticate a connection first, if you have not done it yet)

10. After testing the setup you can turn on your Zap:

You are now done.

We also offer a number of zap templates which will help you get started faster. To find them, go to our main integrations page https://zapier.com/apps/mydocsafe/integrations and scroll down to see a list of ready-made templates:

Have you got any questions or suggestions? Please go to Community and leave your comments.