Connect ProofHub and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Added
Task or Subtask Updated
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use ProofHub and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Added
Runs when a new task is added to a project in ProofHub.
Task or Subtask Updated
Runs when a task or subtask is updated or marked completed in ProofHub
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 ProofHub integrations.
Create Task
Creates a new task in a specified project.
Create Project
Creates a new project in ProofHub.
Update Task
Updates a task or subtask and optionally marks it as complete.
Delete Task
Deletes a task or subtask.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
To start, connect both your ProofHub and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in ProofHub triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how ProofHub 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 ProofHub 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 ProofHub 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 ProofHub
ProofHub is a comprehensive project management and team collaboration tool designed to streamline workflows, enhance productivity, and facilitate seamless communication among team members. It offers features such as task management, time tracking, file sharing, and project planning, making it ideal for teams of all sizes.
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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