Connect MyDocSafe and Tuskr to Build Intelligent Automations
Ready to use MyDocSafe and Tuskr 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 Test Run Result
runs when New Test Run Result
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
Add test run results
Add multiple test run results to Tuskr.
Find a Project
Find a Project using ID or Name.
Create Test Run
Create a test run with the provided data.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Tuskr accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Tuskr (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Tuskr. This includes choosing which data fields go into which fields of Tuskr, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Tuskr 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 Tuskr. 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 Tuskr
Tuskr is a comprehensive project management and task tracking tool designed to streamline workflows and enhance team productivity. It offers features like task assignments, progress tracking, and collaboration tools to ensure efficient project execution.
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