Add booking to Teamdeck when Document is Signed in Mydocsafe
Create Project in Teamdeck when Document is Signed in Mydocsafe
Create Resource in Teamdeck when Document is Signed in Mydocsafe
Create Organization Unit in Teamdeck when Document is Signed in Mydocsafe
Time Entry Resource in Teamdeck when Document is Signed in Mydocsafe
Update Project in Teamdeck when Document is Signed in Mydocsafe
Add New MileStone to Teamdeck when Document is Signed in Mydocsafe
Add booking to Teamdeck when Form is submitted in Mydocsafe
Create Project in Teamdeck when Form is submitted in Mydocsafe
Create Resource in Teamdeck when Form is submitted 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.
Add a new Booking to the Selected Resource.
Creates a new Project in your Organization.
Creates a new rRsource in your Account.
Creates a organization unit.
Add a new time Entry assigned to any Resource within your Organization.
Updates an Existing Project.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Teamdeck is a resource management and scheduling tool designed to help teams optimize their workflow, manage their time effectively, and ensure project deadlines are met. It offers features such as time tracking, resource scheduling, and project planning to enhance team productivity.
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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