
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent

Automatically do this!
Create Project
Delete Project
Add Task
Complete Task
Update Project
Update task
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Triggers when a new task is created in TickTick. You can optionally filter by list, tag, or priority; only tasks created during the recent check window are returned.
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
It will craete a new Project
Deleting a Project
Create new task in a specific project

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your MyDocSafe and TickTick accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in TickTick (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in TickTick. This includes choosing which data fields go into which fields of TickTick, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and TickTick 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 TickTick. 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.
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 MoreTickTick is a powerful task management and to-do list app designed to help you organize your life, manage your time, and boost productivity. With features like task scheduling, reminders, and collaboration tools, TickTick makes it easy to stay on top of your tasks and projects.
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