Connect MyDocSafe and Timesheet 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 Task
Create a Team
Create a Rate
Create a Tag
Create a Project
Update a Project
Update a Tag
Update a Team
Update a Rate
Remove a Task
Remove a Project
Remove a Tag
Remove a Team
Remove a Rate
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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 Task
Creates a new task.
Create a Team
Creates a new team.
Create a Rate
Create a new rate.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Timesheet accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Timesheet (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Timesheet. This includes choosing which data fields go into which fields of Timesheet, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Timesheet 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 Timesheet. 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 Timesheet
Timesheet.io offers a simple time tracking solution for teams, allowing for easy logging of work hours, project management, and analytics.
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