Connect MyDocSafe and TeamWave to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Create Task
List Project Timelog
List Project Share
Get Project Settings
Get PM User Permission
List Taskgroups
List Tasks
List Events
List Project Milestone
List Files
List Deal Custom Filter
List Pipelines
List People
Get Company Custom Filters
Get General settings
List Crm Tags
List Employees
Get Logged-in user permission
Create Person
Add Follower
Create Activity
List Activities Type
Create Deal
Create Milestone
List Projects
Update Milestone
Create Organization
Update Organization
Update Person
Create Task List
Update Task
Ready to use MyDocSafe and TeamWave automations
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Actions and Triggers
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
Create Task
Creates a new task
List Project Timelog
List all project timelogs.
List Project Share
List all project shares.
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Frequently Asked Questions
To start, connect both your MyDocSafe and TeamWave accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in TeamWave (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in TeamWave. This includes choosing which data fields go into which fields of TeamWave, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and TeamWave typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MyDocSafe and TeamWave. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout TeamWave
TeamWave is a comprehensive business productivity platform that integrates project management, CRM, and HR tools to streamline your business operations. It offers a unified solution to manage projects, track sales, and handle employee data efficiently.
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