Softr MyDocSafe

Send agreements from app records

When a record is approved in Softr, send the agreement for signature through MyDocSafe.

Try:

See all Softr + MyDocSafe integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Softr Explore Softr →

Triggers
New record

Fires when a new record is added to an app built in Softr.

Record updated

Fires when a record changes in an Softr app.

Record deleted

Fires when a record is deleted in an Softr app.

Actions
Create record

Adds a new record to an app built in Softr.

Update record

Updates an existing record in an Softr app.

Delete record

Removes a record from an Softr app.

MyDocSafe Explore MyDocSafe →

Triggers
Envelope sent

Fires when a document is sent for signature in MyDocSafe.

Envelope signed

Fires when all parties have signed a document in MyDocSafe.

Envelope declined

Fires when a signer declines to sign in MyDocSafe.

Envelope voided

Fires when a pending envelope in MyDocSafe is voided.

Actions
Send envelope for signature

Sends a document out for signature via MyDocSafe.

Void envelope

Voids a pending envelope in MyDocSafe.

Get envelope status

Checks a document's signing status in MyDocSafe.

Create template

Creates a reusable signing template in MyDocSafe.

Mark records signed When an envelope is completed in MyDocSafe, update the matching record in Softr to signed. See details
Flag declined agreements When a signer declines in MyDocSafe, update the record in Softr so the owner can follow up. See details

See all Softr + MyDocSafe integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Send agreements from app records” between Softr and MyDocSafe?

Yes — describe it in the box above and Knit's Integrations Agent researches Softr and MyDocSafe's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

Can a record send a document for signature?

Yes. When a record reaches a set stage in Softr, MyDocSafe can send the matching agreement for signature.

Do signed documents update the record?

When the document is signed or declined in MyDocSafe, the record in Softr can be updated with the status and signed copy.

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