Connect Timelink and MyDocSafe to Build Intelligent Automations
Ready to use Timelink and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Project
Triggers when a new project is created.
New Client
Triggers when a new client is created.
New Service
Triggers when a new service is created.
New User
Triggers when a new user is created.
New Time Entry
Triggers when a new time entry is created.
Document is Signed
Triggers when a document is signed by all required parties.
Do thisActions
Action is the task that follows automatically within your Timelink integrations.
List All Projects
Get all the projects.
List All Clients
Get all the clients.
Create Client
Create a new client.
Get Client
Get the details of a specific client.
Update Client
Update the details of client.
Delete Client
Delete a specific client.
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Frequently Asked Questions
To start, connect both your Timelink and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Timelink triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Timelink 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 Timelink 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 Timelink 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 Timelink
Timelink is a comprehensive time tracking and management tool designed to help individuals and teams efficiently manage their time and tasks. With features like time logging, project tracking, and detailed reporting, Timelink ensures that users can optimize their productivity and meet deadlines effectively.
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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