Connect MyDocSafe and Ganttic
Integrate MyDocSafe with Ganttic to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List All Users from Ganttic when Document is Signed in Mydocsafe
Create Task in Ganttic when Document is Signed in Mydocsafe
Create Resource in Ganttic when Document is Signed in Mydocsafe
Create Project in Ganttic when Document is Signed in Mydocsafe
Get All Projects from Ganttic when Document is Signed in Mydocsafe
Popular MyDocSafe + Ganttic flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
Ganttic
Automatically do this!
List All Users
Create Task
Create Resource
Create Project
Get All Projects
List All Resources
List All Users from Ganttic when Document is Signed in Mydocsafe
Use this flowCreate Task in Ganttic when Document is Signed in Mydocsafe
Use this flowCreate Resource in Ganttic when Document is Signed in Mydocsafe
Use this flowCreate Project in Ganttic when Document is Signed in Mydocsafe
Use this flowGet All Projects from Ganttic when Document is Signed in Mydocsafe
Use this flowList All Resources from Ganttic when Document is Signed in Mydocsafe
Use this flowList All Users from Ganttic when Form is submitted in Mydocsafe
Use this flowCreate Task in Ganttic when Form is submitted in Mydocsafe
Use this flowCreate Resource in Ganttic when Form is submitted in Mydocsafe
Use this flowCreate Project in Ganttic when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Ganttic.
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 MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
List All Users
Retrieves the list of all users
Create Task
Creates a new task.
Create Resource
Creates a new resource.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About 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
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 moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Ganttic accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and Ganttic as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Ganttic. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Ganttic, and a separate workflow where Ganttic triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and Ganttic. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Ganttic integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
