Create integrations between Teambook and MyDocSafe
Create a Folder in Mydocsafe when New Project in Teambook
Create a Portal in Mydocsafe when New Project in Teambook
Create a Portal Group in Mydocsafe when New Project in Teambook
Create a Folder in Mydocsafe when New User in Teambook
Create a Portal in Mydocsafe when New User in Teambook
Create a Portal Group in Mydocsafe when New User in Teambook
Create Project in Teambook when Document is Signed in Mydocsafe
Create User in Teambook when Document is Signed in Mydocsafe
Create Project in Teambook when Form is submitted in Mydocsafe
Create User in Teambook when Form is submitted in Mydocsafe
Actions and Triggers
When this happensTriggers
New Project
Triggers when a new project is created.
New User
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.
Do thisActions
Create Project
Creates a new project inside Teambook.
Create User
Create a teambook user.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
About Teambook
TeamBook is an easy-to-use app that helps your team collaborate, manage projects, and stay organized. Perfect for remote or in-office teams, TeamBook makes teamwork simple and effective.
Learn MoreAbout 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 More
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