Connect DaySchedule and MyDocSafe to Build Intelligent Automations
Ready to use DaySchedule and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Booking
Triggers when new booking is schedule.
New Contact
Trigger when new contact is created.
New Resource
Trigger when new resouce is created .
New Campaigns
Trigger when new campaigns is created.
New Short Link
Trigger when new short link is created.
New Team
Trigger when new team is created.
Do thisActions
Action is the task that follows automatically within your DaySchedule integrations.
Create Contact
Create a new Contact.
Create Invitee
Create new invitee on the DaySchedule.
Update Contact
Updates a contact.
List Bookings
Get a list of all bookings.
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
To start, connect both your DaySchedule and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in DaySchedule triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how DaySchedule 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 DaySchedule 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 DaySchedule 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 DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
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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