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MyDocSafe Integration


Connect MyDocSafe to hundreds of other apps with Zapier

Zapier lets you connect MyDocSafe to 2,000+ other web services. Automated connections called Zaps, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn’t be possible.

Each Zap has one app as the **Trigger**, where your information comes from and which causes one or more **Actions** in other apps, where your data gets sent automatically. 

Getting Started with Zapier

Sign up for a free Zapier account, from there you can jump right in. To help you hit the ground running, here are some popular pre-made Zaps.


How do I connect MyDocSafe to Zapier?

  1. Log in to your Zapier account or create a new account.
  2. Navigate to “My Apps” from the top menu bar.
  3. Now click on “Connect a new account…” and search for “MyDocSafe”
  4. Use your credentials to connect your MyDocSafe account to Zapier.
  5. Once that’s done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you’ll be walked step-by-step through the setup. 
  6. Need inspiration? See everything that’s possible with MyDocSafe and Zapier.

If you have any additional questions, you can reach out to


Popular use case – form submission

Select "Form Submission" as a trigger

Select "Form Submission" as a trigger and press “CONTINUE” button to Sign in your MyDocSafe account to give permission Zapier to handle triggers from your MyDocSafe account.

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Sign in to MyDocSafe

Click on the "sign in to MyDocSafe" button
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Provide your MyDocSafe credentials
mydocsafe portal login
Give Zapier permission to access selected form data
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Select the form

Search by name and select the webform you want to trigger the action

The drop down menu will show you all webforms you have defined in MyDocSafe. Make sure that you assigned variable names to all fields that you would like to transfer via Zapier.


Map the variable names

In this step, you need to map the variable names from MyDocSafe form to the app you want to transfer the data to

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