Connect Ganttic and MyDocSafe to Build Intelligent Automations
Ready to use Ganttic and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Ganttic integrations.
List All Users
Retrieves the list of all users
Add Task
Creates a new task.
Create Resource
Creates a new resource.
Create Project
Creates a new project.
Find Project
find project by title
List All Resources
Retrieves the list of all resources
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Frequently Asked Questions
To start, connect both your Ganttic and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Ganttic triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Ganttic 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 Ganttic 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 Ganttic 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.
About Ganttic
Ganttic is an online resource planning software, that you can use for managing project portfolios while planning resources with maximum efficiency. You can create clear and comprehensive visual plans that give you an instant overview of all your resources and projects.
Learn MoreAbout MyDocSafe
MyDocSafe 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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