Connect MyDocSafe and HDFC Smart GATEWAY
Integrate MyDocSafe with HDFC Smart GATEWAY to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Payment Session in HDFC Smart Gateway when Document is Signed in Mydocsafe
Create Payment Session in HDFC Smart Gateway when Form is submitted in Mydocsafe
Create Payment Session in HDFC Smart Gateway when Esign is Rejected in Mydocsafe
Create Payment Session in HDFC Smart Gateway when Sign Request Sent via MyDocSafe
Popular MyDocSafe + HDFC Smart GATEWAY flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
HDFC Smart GATEWAY
Automatically do this!
Create Payment Session
Create Payment Session in HDFC Smart Gateway when Document is Signed in Mydocsafe
Use this flowCreate Payment Session in HDFC Smart Gateway when Form is submitted in Mydocsafe
Use this flowCreate Payment Session in HDFC Smart Gateway when Esign is Rejected in Mydocsafe
Use this flowCreate Payment Session in HDFC Smart Gateway when Sign Request Sent via MyDocSafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and HDFC Smart GATEWAY.
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.
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 Payment Session
Create a payment session and generate a hosted payment page link.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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 more
About HDFC Smart GATEWAY
HDFC Smart GATEWAY is a comprehensive payment processing platform designed to facilitate seamless and secure transactions for businesses and individuals. It offers a range of services including online payment acceptance, fraud detection, and transaction management, ensuring a smooth and efficient payment experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and HDFC Smart GATEWAY accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and HDFC Smart GATEWAY as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach HDFC Smart GATEWAY. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in HDFC Smart GATEWAY, and a separate workflow where HDFC Smart GATEWAY triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and HDFC Smart GATEWAY. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and HDFC Smart GATEWAY integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
