Connect SmartRoutes and MyDocSafe to Build Intelligent Automations
Ready to use SmartRoutes and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order Created
Triggers when a new order is created.
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.
Do thisActions
Action is the task that follows automatically within your SmartRoutes integrations.
Create a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
Get All Vehicles
Here you will get all vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
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Frequently Asked Questions
To start, connect both your SmartRoutes and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in SmartRoutes triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how SmartRoutes 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 SmartRoutes 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 SmartRoutes 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 SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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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