Connect MyDocSafe and Toggl Track 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 Client
Create a Project
Create a Tag
Create a Task
Create a Time Entry
Start Time Entry
Stop a Time Entry
Find User By Email
Create Group
Add project member
Ready to use MyDocSafe and Toggl Track 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 Client
Return clients added to the selected workspace within the specified recent time period.
New Project
Retrieve projects created in the selected workspace within the specified recent time window (in minutes).
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 Client
Add a new client to the selected Toggl Track workspace.
Create a Project
Creates a new project in the specified Toggl workspace, optionally linking a client and setting template, privacy, and billable options.
Create a Tag
Add a new tag to the specified Toggl Workspace.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Toggl Track accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Toggl Track (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Toggl Track. This includes choosing which data fields go into which fields of Toggl Track, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Toggl Track 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 Toggl Track. 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 Toggl Track
Toggl Track is a time tracking tool designed to help individuals and teams measure and manage their work hours effectively. It offers features like time tracking, reporting, and project management across web, desktop, and mobile platforms.
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