Connect MyDocSafe and ProjectManager
Integrate MyDocSafe with ProjectManager to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New Resource Added in ProjectManager
Create a Portal in Mydocsafe when New Resource Added in ProjectManager
Create a Portal Group in Mydocsafe when New Resource Added in ProjectManager
Create a Folder in Mydocsafe when New Project Created in ProjectManager
Create a Portal in Mydocsafe when New Project Created in ProjectManager
Popular MyDocSafe + ProjectManager 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
ProjectManager
Automatically do this!
Create Project
Create Task
Update Project
Update Task
Update Timesheet Entry ID
Get Project Details
Get Task Details
Create User
Get User Details
Update User
List Roles
List Active Admin Tasks
List Task Priorities
Get Tasks
Get a List of Users
Get Projects
Create Task Comment
Create a Folder in Mydocsafe when New Resource Added in ProjectManager
Use this flowCreate a Portal in Mydocsafe when New Resource Added in ProjectManager
Use this flowCreate a Portal Group in Mydocsafe when New Resource Added in ProjectManager
Use this flowCreate a Folder in Mydocsafe when New Project Created in ProjectManager
Use this flowCreate a Portal in Mydocsafe when New Project Created in ProjectManager
Use this flowCreate a Portal Group in Mydocsafe when New Project Created in ProjectManager
Use this flowCreate a Folder in Mydocsafe when New Task Created in ProjectManager
Use this flowCreate a Portal in Mydocsafe when New Task Created in ProjectManager
Use this flowCreate a Portal Group in Mydocsafe when New Task Created in ProjectManager
Use this flowCreate a Folder in Mydocsafe when Timesheet Entry Created/Updated in ProjectManager
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and ProjectManager.
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 Resource Added
Runs when a new person, material, or tool is added to your account
New Project Created
Runs when a new project is created in ProjectManager.
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
Create a new project
Create Task
Creates a new task in your project.
Update Project
Update selected fields of an existing project. Empty fields remain unchanged.
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 ProjectManager
ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and ProjectManager 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 ProjectManager 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 ProjectManager. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in ProjectManager, and a separate workflow where ProjectManager 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 ProjectManager. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and ProjectManager integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
