Connect MyDocSafe and TimeLive 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 a User/Employee
Create a Client
Create a Department
Update an User/Employee
Delete an Employee
Delete a Client
Delete a Project
Delete a Task
Delete an Department
Create a Task
Create a Project
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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.
New Project
Triggers when a new project is created.
New Task
Triggers when a new task is created.
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 a User/Employee
Creates a New Create a User/Employee is created.
Create a Client
Create a new client.
Create a Department
Create a new department.
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Frequently Asked Questions
To start, connect both your MyDocSafe and TimeLive accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in TimeLive (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in TimeLive. This includes choosing which data fields go into which fields of TimeLive, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and TimeLive 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 TimeLive. 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 TimeLive
TimeLive is a web-based time tracking solution that offers features such as timesheets, project management, employee attendance, and expense tracking. It enables businesses to efficiently manage their workforce's time and productivity.
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