Connect MyDocSafe and Onsched
Integrate MyDocSafe with Onsched to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Appointment in Onsched when Document is Signed in Mydocsafe
Create customer in Onsched when Document is Signed in Mydocsafe
Create Resource in Onsched when Document is Signed in Mydocsafe
Create a booking service in Onsched when Document is Signed in Mydocsafe
Create Appointment in Onsched when Form is submitted in Mydocsafe
Popular MyDocSafe + Onsched 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
Onsched
Automatically do this!
Create Appointment
Create customer
Create Resource
Create a booking service
Create Appointment in Onsched when Document is Signed in Mydocsafe
Use this flowCreate customer in Onsched when Document is Signed in Mydocsafe
Use this flowCreate Resource in Onsched when Document is Signed in Mydocsafe
Use this flowCreate a booking service in Onsched when Document is Signed in Mydocsafe
Use this flowCreate Appointment in Onsched when Form is submitted in Mydocsafe
Use this flowCreate customer in Onsched when Form is submitted in Mydocsafe
Use this flowCreate Resource in Onsched when Form is submitted in Mydocsafe
Use this flowCreate a booking service in Onsched when Form is submitted in Mydocsafe
Use this flowCreate Appointment in Onsched when Esign is Rejected in Mydocsafe
Use this flowCreate customer in Onsched when Esign is Rejected in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Onsched.
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.
Create Appointment
Create a new customer appointment with date, time, and location
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 Appointment
Create a new appointment for a customer at a selected location, service, and resource(s), specifying start/end date and time and whether it's confirmed.
Create customer
Add a new customer to Onsched with their contact details and notification preferences.
Create Resource
Add a new resource (person, room, or equipment) with booking limits, contact details, and assigned services or locations.
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 Onsched
Onsched is a powerful scheduling and booking platform designed to streamline appointment management for businesses. It offers customizable solutions to enhance customer engagement and optimize scheduling processes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Onsched 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 Onsched 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 Onsched. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Onsched, and a separate workflow where Onsched 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 Onsched. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Onsched integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
