Connect MyDocSafe and Onsched 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!
Create Appointment
Create customer
Create Resource
Create a booking service
Ready to use MyDocSafe and Onsched automations
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.
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.
Know More About Mydocsafe and Onsched Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and Onsched accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Onsched (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Onsched. This includes choosing which data fields go into which fields of Onsched, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Onsched 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 Onsched. 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 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.
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