Connect MyDocSafe and Harvest
Integrate MyDocSafe with Harvest to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Client in Harvest when Document is Signed in Mydocsafe
Update a Client in Harvest when Document is Signed in Mydocsafe
Create a Contact in Harvest when Document is Signed in Mydocsafe
Update a Contact in Harvest when Document is Signed in Mydocsafe
Find a Task in Harvest when Document is Signed in Mydocsafe
Popular MyDocSafe + Harvest 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
Harvest
Automatically do this!
Create a Client
Update a Client
Create a Contact
Update a Contact
Find a Task
Create a Task
Find a Project
Create a Time Entry
Start Timer
Stop Timer
Create a client
Create a Client in Harvest when Document is Signed in Mydocsafe
Use this flowUpdate a Client in Harvest when Document is Signed in Mydocsafe
Use this flowCreate a Contact in Harvest when Document is Signed in Mydocsafe
Use this flowUpdate a Contact in Harvest when Document is Signed in Mydocsafe
Use this flowFind a Task in Harvest when Document is Signed in Mydocsafe
Use this flowCreate a Task in Harvest when Document is Signed in Mydocsafe
Use this flowFind a Project in Harvest when Document is Signed in Mydocsafe
Use this flowCreate a Time Entry in Harvest when Document is Signed in Mydocsafe
Use this flowStart Timer in Harvest when Document is Signed in Mydocsafe
Use this flowStop Timer in Harvest when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Harvest.
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.
New Client Created
Trigger when new client is created
New User
Trigger when user is created
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
Create a Client
Creates a new client
Update a Client
Update an existing client
Create a Contact
Craete a new contact
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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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 Harvest
Harvest is a time-tracking and invoicing application that simplifies the process of tracking time for various tasks and projects. It helps organizations and freelancers easily bill clients and better manage their time spent on tasks.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Harvest 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 Harvest 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 Harvest. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Harvest, and a separate workflow where Harvest 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 Harvest. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Harvest integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
