Connect SuperSaaS and MyDocSafe to Build Intelligent Automations
Ready to use SuperSaaS and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Runs when user creates new login
New Appointment
Runs when new appointment is created
Appointment Changes
Runs when appointment is created, changed, or deleted
User Is Created, Updated, or Deleted
Runs when User Is Created, Updated, or Deleted
New Form
Runs when Stand-Alone Form Is Submitted
Credit Purchase
Runs when credit purchase
Do thisActions
Action is the task that follows automatically within your SuperSaaS 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
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Frequently Asked Questions
To start, connect both your SuperSaaS and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in SuperSaaS triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how SuperSaaS 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 SuperSaaS 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 SuperSaaS 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 SuperSaaS
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
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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