Create New Project in Breeze when Document is Signed in Mydocsafe
Create New Task in Breeze when Document is Signed in Mydocsafe
Create Workspace in Breeze when Document is Signed in Mydocsafe
Create New Project in Breeze when Form is submitted in Mydocsafe
Create New Task in Breeze when Form is submitted in Mydocsafe
Create Workspace in Breeze when Form is submitted in Mydocsafe
Create New Project in Breeze when Esign is Rejected in Mydocsafe
Create New Task in Breeze when Esign is Rejected in Mydocsafe
Create Workspace in Breeze when Esign is Rejected in Mydocsafe
Create New Project in Breeze when Sign Request Sent via MyDocSafe
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.
Triggers when a new project is created.
Triggers when a new file is added.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Creates a new project.
Creates a new task.
Creates a new workspace.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
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 MoreBreeze 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.
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