ProjectManager

Project Management

MyDocSafe

Document Management

Integrations ProjectManager MyDocSafe

Create integrations between ProjectManager and MyDocSafe

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Create a Folder in Mydocsafe when New User in Projectmanager

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Create a Portal in Mydocsafe when New User in Projectmanager

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Create a Portal Group in Mydocsafe when New User in Projectmanager

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Create a Folder in Mydocsafe when New Project in Projectmanager

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Create a Portal in Mydocsafe when New Project in Projectmanager

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Create a Portal Group in Mydocsafe when New Project in Projectmanager

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Create a Folder in Mydocsafe when New Task in Projectmanager

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Create a Portal in Mydocsafe when New Task in Projectmanager

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Create a Portal Group in Mydocsafe when New Task in Projectmanager

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Create Project in ProjectManager when Document is Signed in Mydocsafe

Actions and Triggers

Triggers

New User

Triggered when a new user is added to your account

New Project

Triggers when a new project is created

New Task

Triggers when a new task is created, can be configured to find all new tasks or only tasks added to a specific project.

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

Actions

Create Project

Creates a new project

Get Project Details

Get details of a specific project.

Get Task Details

Get the details of one specific task, you will need to know the task's unique ID

Get Project Statuses

Get all the statuses which can be applied to a project

Get Project Priorities

Gets a list of all the priorities which can be applied to a project

Get Task Statuses

Get the statuses (board columns) which can be applied to tasks in a specific project, note that each project has unique task statuses

Know More About
Viasocket Integrations

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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.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About ProjectManager

ProjectManager.com is a simple yet powerful online project management tool that enables you and your team to plan, track, monitor and report on your projects in real-time.

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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.

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