MyDocSafe

Document Management

Pivotal Tracker

Project Management

Integrations MyDocSafe Pivotal Tracker

Create integrations between MyDocSafe and Pivotal Tracker

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Find Project in Pivotal-tracker when Form is submitted in Mydocsafe

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Create Project in Pivotal Tracker when Esign is Rejected in Mydocsafe

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Find Project in Pivotal-tracker when Esign is Rejected in Mydocsafe

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Create Story in Pivotal-tracker when Esign is Rejected in Mydocsafe

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Create Project in Pivotal Tracker when Sign Request Sent via MyDocSafe

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Find Project in Pivotal-tracker when Sign Request Sent via MyDocSafe

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Create Story in Pivotal-tracker when Sign Request Sent via MyDocSafe

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Create a Folder in Mydocsafe when New Story in Pivotal Tracker

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Create Project in Pivotal Tracker when Form is submitted in Mydocsafe

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Create Story in Pivotal-tracker when Form is submitted in Mydocsafe

Actions and Triggers

Triggers

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 Activity

Triggers when any new activity happens within a project.

New Project

Trigger when a new Project is added.

Actions

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 Project

creates a new project.

Find Project

Finds an existing project by exact name match. Optionally, create a project if none are found.

Create Story

creates a new story in a project

Know More About
Viasocket Integrations

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

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.

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About Pivotal Tracker

Pivotal Tracker is a powerful, agile project management tool designed to help software development teams plan, track, and collaborate on projects efficiently. It provides a shared view of team priorities, a process for collaboration, and real-time updates to keep everyone on the same page.

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