IntegrationsWeekdoneMyDocSafe
Weekdone + MyDocSafe

Connect Weekdone and MyDocSafe to Build Intelligent Automations

Choose a Trigger

Weekdone

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Objective

New Objective

Triggers when a new objective is created in Weekdone.

New Item

New Item

Trigger when new item is created.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for Weekdone

Do thisActions

Action is the task that follows automatically within your Weekdone integrations.

Create Objective

Create Objective

Creates a new objective in Weekdone.

Update Objective

Update Objective

Updates an existing objective in Weekdone.

Get All Items

Get All Items

Get all existing items

Create New Item

Create New Item

Create a New Item.

List Objectives

List Objectives

Get all Objectives

Update Item

Update Item

Update item

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Frequently Asked Questions

How do I start an integration between Weekdone and MyDocSafe?

To start, connect both your Weekdone and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Weekdone triggers actions in MyDocSafe (or vice versa).

Can we customize how data from Weekdone is recorded in MyDocSafe?

Absolutely. You can customize how Weekdone 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.

How often does the data sync between Weekdone and MyDocSafe?

The data sync between Weekdone and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Weekdone to MyDocSafe?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Weekdone and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between Weekdone 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.

Weekdone

About Weekdone

Weekdone is a comprehensive team management and productivity tool designed to help teams set goals, track progress, and achieve better results. It offers features like OKR (Objectives and Key Results) tracking, weekly check-ins, and real-time feedback to ensure everyone stays aligned and productive.

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MyDocSafe

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.

Learn More