Connect Trackingtime and MyDocSafe to Build Intelligent Automations
Ready to use Trackingtime and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your Trackingtime integrations.
Add Customer
Adds a new customer.
Update Project
Updates an existing project.
Add Time Entry
Adds a new time entry.
Add Service
Adds a new service.
Add Task
Adds a new task.
Update Task
Update tasks for Tracking Time.
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Frequently Asked Questions
To start, connect both your Trackingtime and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Trackingtime triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Trackingtime data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between Trackingtime and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Trackingtime and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Trackingtime
Trackingtime is a comprehensive time tracking and productivity tool designed to help businesses and individuals manage their time efficiently. It offers features such as task management, project tracking, and detailed reporting to ensure optimal productivity and time management.
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.
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