Connect Pinch Payments and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Payer
New Subscription
New Payment
Payer Updated
New Payment Scheduled
Subscription Cancelled
Bank Results Received
Realtime Payment Event
Subscription Complete Event
New Transfer
New Refund
Refund Updated
Compliance Updated
New Dispute
Dispute Updated
Merchant Updated
Merchant Compliance Updated
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use Pinch Payments and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Payer
Triggered when a new payer created in Pinch Payments.
New Subscription
Triggered when a new subscription is created in Pinch Payments.
New Payment
Triggered when a new payment is created in Pinch Payments.
Payer Updated
Triggered when a payer is updated in Pinch Payments.
New Payment Scheduled
Triggered when a new payment scheduled is created in Pinch Payments.
Subscription Cancelled
Triggered when a subscription is cancelled in Pinch Payments.
Do thisActions
Action is the task that follows automatically within your Pinch Payments integrations.
Create or Update Scheduled Payment
Create or update a scheduled payment for a payer.
Add a Source to a Payer
Add a payment source (e.g., bank account or credit card) to a payer.
Create or Update Payer
Create or update a payer in the Pinch Payments system.
Add a Subscription
Create a subscription between a payer and a plan.
Find a Subscription
Find a subscription using the Subscription ID.
Create Realtime Payment
Create a real-time payment against a credit card or bank account.
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Frequently Asked Questions
To start, connect both your Pinch Payments and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Pinch Payments triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Pinch Payments 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 Pinch Payments 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 Pinch Payments 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 Pinch Payments
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
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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