Connect MyDocSafe and TimeOps 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 Customer
Create Project
Create Registration
Start Timer
Stop Timer
List Customers
List Projects
List User
List Tags
Update Customer
Delete Customer
Get Organization
Delete Project
Update Project
Create Tag
Delete Tag
Delete Registration
Get a Registration
Delete User
Ready to use MyDocSafe and TimeOps 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.
New Project
Triggers when new project is created.
New User
Triggers when new user will be 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 Customer
Creates a customer.
Create Project
Creates a Project.
Create Registration
Creates a new registration.
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Frequently Asked Questions
To start, connect both your MyDocSafe and TimeOps accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in TimeOps (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in TimeOps. This includes choosing which data fields go into which fields of TimeOps, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and TimeOps 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 TimeOps. 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 TimeOps
TimeOps is a comprehensive platform designed to streamline and optimize time management and tracking for businesses and individuals. It offers tools for scheduling, tracking work hours, and analyzing productivity, making it an essential tool for efficient time management.
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