Connect MyDocSafe and DaySchedule to Build Intelligent Automations
Ready to use MyDocSafe and DaySchedule 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 Booking
Triggers when new booking is schedule.
New Contact
Trigger when new contact is created.
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 Contact
Create a new Contact.
Create Invitee
Create new invitee on the DaySchedule.
Update Contact
Updates a contact.
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Frequently Asked Questions
To start, connect both your MyDocSafe and DaySchedule accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in DaySchedule (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in DaySchedule. This includes choosing which data fields go into which fields of DaySchedule, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and DaySchedule 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 DaySchedule. 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 DaySchedule
DaySchedule is an online appointment software that helps businesses and professionals manage their appointments and meetings online.
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