Connect MyDocSafe and Lodgify to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
List all Booking
Lists all Availabilites
Properties Info list
List Deleted Properties
Bookings Inbox
Countries Codes
Currencies Codes
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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 a new Booking is created.
Booking Change
Triggers when a Booking is updated.
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
List all Booking
List all booking
Lists all Availabilites
Lists availability information for a given period for the calling user.
Properties Info list
List all a paged list of all properties.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Lodgify accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Lodgify (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Lodgify. This includes choosing which data fields go into which fields of Lodgify, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Lodgify 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 Lodgify. 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 Lodgify
Lodgify is a vacation rental software that allows vacation rental managers to create their own website and accept online bookings.
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