Connect MyDocSafe and Pivotal Tracker
Integrate MyDocSafe with Pivotal Tracker to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Project in Pivotal Tracker when Document is Signed in Mydocsafe
Find Project in Pivotal-tracker when Document is Signed in Mydocsafe
Create Story in Pivotal-tracker when Document is Signed in Mydocsafe
Create Project in Pivotal Tracker when Form is submitted in Mydocsafe
Find Project in Pivotal-tracker when Form is submitted in Mydocsafe
Popular MyDocSafe + Pivotal Tracker 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
Pivotal Tracker
Automatically do this!
Create Project
Find Project
Create Story
Create Project in Pivotal Tracker when Document is Signed in Mydocsafe
Use this flowFind Project in Pivotal-tracker when Document is Signed in Mydocsafe
Use this flowCreate Story in Pivotal-tracker when Document is Signed in Mydocsafe
Use this flowCreate Project in Pivotal Tracker when Form is submitted in Mydocsafe
Use this flowFind Project in Pivotal-tracker when Form is submitted in Mydocsafe
Use this flowCreate Story in Pivotal-tracker when Form is submitted in Mydocsafe
Use this flowCreate Project in Pivotal Tracker when Esign is Rejected in Mydocsafe
Use this flowFind Project in Pivotal-tracker when Esign is Rejected in Mydocsafe
Use this flowCreate Story in Pivotal-tracker when Esign is Rejected in Mydocsafe
Use this flowCreate Project in Pivotal Tracker when Sign Request Sent via MyDocSafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Pivotal Tracker.
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 Activity
Triggers when any new activity happens within a project.
New Project
Trigger when a new Project is added.
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 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
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 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.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Pivotal Tracker 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 Pivotal Tracker 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 Pivotal Tracker. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Pivotal Tracker, and a separate workflow where Pivotal Tracker 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 Pivotal Tracker. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Pivotal Tracker integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
