
When this happens...

Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Action is the task that follows automatically within your Clockify integrations.
Find a Project in a workspace.
Update your Client here
Delete a Client
Create a new client
Find a Client in Workspace.
Find Task by Name on a specified project and workspace.

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To start, connect both your Clockify and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Clockify triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Clockify data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Clockify and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Clockify and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Clockify, a time tracking and timesheet application, enables project-based work hour tracking for unlimited users at no cost.
Learn MoreMyDocSafe 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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