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Create Personal ToDo in Streamtime when Document is Signed in Mydocsafe
Create Job Comment in Streamtime when Document is Signed in Mydocsafe
Create Job in Streamtime when Document is Signed in Mydocsafe
Create Label in Streamtime when Document is Signed in Mydocsafe
Create Personal ToDo in Streamtime when Form is submitted in Mydocsafe
Create Job Comment in Streamtime when Form is submitted in Mydocsafe
Create Job in Streamtime when Form is submitted in Mydocsafe
Create Label in Streamtime when Form is submitted in Mydocsafe
Create Personal ToDo in Streamtime when Esign is Rejected in Mydocsafe
Create Job Comment in Streamtime when Esign is Rejected in Mydocsafe
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Creates a new Personal To-Do record in the system.
Adds a comment to a job.
Creates a new Job in the system.
Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
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Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.
Learn MoreMyDocSafe 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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