Create integrations between Worksection and MyDocSafe
Create a Folder in Mydocsafe when New Project in Worksection
Create a Portal in Mydocsafe when New Project in Worksection
Create a Portal Group in Mydocsafe when New Project in Worksection
Create a Folder in Mydocsafe when New Task in Project in Worksection
Create a Portal in Mydocsafe when New Task in Project in Worksection
Create a Portal Group in Mydocsafe when New Task in Project in Worksection
Create a Folder in Mydocsafe when New Comment in Task in Worksection
Create a Portal in Mydocsafe when New Comment in Task in Worksection
Create a Portal Group in Mydocsafe when New Comment in Task in Worksection
Create a Folder in Mydocsafe when Task Completed in Project in Worksection
Actions and Triggers
When this happensTriggers
New Project
Triggers when a new project is created.
New Task in Project
Triggers when a new task is created in selected project.
New Comment in Task
Triggers when a new comment is posted in selected task
Task Completed in Project
Triggers when a task is marked as completed. Does not trigger on completed subtasks
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Do thisActions
Create Project
Creates a new project.
List Projects
Get all existing projects
Close Task
Close your task in selected project.
Create Comment in Task
Adds a new comment into your task.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
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Frequently Asked Questions
About Worksection
Worksection is a comprehensive project management and collaboration tool designed to streamline workflows, enhance team communication, and improve productivity. It offers features such as task management, time tracking, file sharing, and reporting to help teams stay organized and on track.
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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