Connect MyDocSafe and PHP Point Of Sale to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Create Customer
Create Appointment
Find or Create Customer
Find or Create Employee
Find or Create Expense
Find a Customer by Filter
Find or Create Employee
Find or Create Supplier
Ready to use MyDocSafe and PHP Point Of Sale 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.
New Customer
Triggered when a new customer is added in PHP Point Of Sale.
New Sale
Triggered when a new sale transaction is created in PHP Point Of Sale.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create Customer
Creates a new customer in PHP Point Of Sale.
Create Appointment
Creates an appointment
Find or Create Customer
Finds a Customer, create a customer if none are found.
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Frequently Asked Questions
To start, connect both your MyDocSafe and PHP Point Of Sale accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in PHP Point Of Sale (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in PHP Point Of Sale. This includes choosing which data fields go into which fields of PHP Point Of Sale, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and PHP Point Of Sale 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 MyDocSafe and PHP Point Of Sale. 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 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 MoreAbout PHP Point Of Sale
PHP Point Of Sale is a comprehensive web-based point of sale system designed to help small to medium-sized businesses manage their sales, inventory, and customer relationships efficiently. It offers features such as sales tracking, inventory management, customer management, and reporting tools to streamline business operations.
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