Create integrations between Plane.so and MyDocSafe
Add a Project in Plane.so when Document is Signed in Mydocsafe
Fetch all projects from Plane.so when Document is Signed in Mydocsafe
Get Project Details in Plane.so when Document is Signed in Mydocsafe
Update project details in Plane.so when Document is Signed in Mydocsafe
Create an Issue in Plane.so when Document is Signed in Mydocsafe
Retrieve Project Issues in Plane.so when Document is Signed in Mydocsafe
Get a issue details in Plane.so when Document is Signed in Mydocsafe
Delete an issue in Plane.so when Document is Signed in Mydocsafe
Create a Folder in Mydocsafe when New Issue Created in Plane.so
Create a Portal in Mydocsafe when New Issue Created in Plane.so
Automate anything with mydocsafe & plane.so Integrations!
When this happens
Triggers
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 Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Do this
Actions
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 a Project
Add project in a workspace.
Fetch all projects
Fetches a list of all projects within a specified workspace.
Get Project Details
Get project details in a workspace.
Update project details
Update a project in a workspace.
Create an Issue
Adds a new issue to a specified project.
Retrieve Project Issues
Retrieves a list of all issues within a specific project.
Get a issue details
Retrieves detailed information about a specific issue within a project.
Delete an issue
Deletes a specified issue from a project.
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
About Plane.so
Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.
Integrations run at
