Create integrations between Breeze and MyDocSafe
Create a Folder in Mydocsafe when New Project in Breeze
Create a Portal in Mydocsafe when New Project in Breeze
Create a Portal Group in Mydocsafe when New Project in Breeze
Create a Folder in Mydocsafe when New File in Breeze
Create a Portal in Mydocsafe when New File in Breeze
Create a Portal Group in Mydocsafe when New File in Breeze
Create a Folder in Mydocsafe when New Task in Breeze
Create a Portal in Mydocsafe when New Task in Breeze
Create a Portal Group in Mydocsafe when New Task in Breeze
Create New Project in Breeze when Document is Signed in Mydocsafe
Actions and Triggers
When this happensTriggers
New Project
Triggers when a new project is created.
New File
Triggers when a new file is added.
New Task
Triggers when a new task is created.
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
Do thisActions
Create New Project
Creates a new project.
Create New Task
Creates a new task.
Create Workspace
Creates a new workspace.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
About Breeze
Breeze is a project management tool designed to help teams streamline their workflows, manage tasks, and collaborate effectively. It offers features such as task tracking, time tracking, and project planning to ensure that projects are completed on time and within budget.
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.
Learn More
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