Connect MyDocSafe and PayHere 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 a Plan
Update Current Company
Issue a refund
Ready to use MyDocSafe and PayHere 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.
Payment Received
Triggers when a payment is received.
Subscription Cancelled
Triggers when a user has cancelled their subscription, or Stripe has marked it as cancelled due to payment failures.
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 a Plan
Creates a new payment plan
Update Current Company
Update the company information for currently authenticated user.
Issue a refund
Issue a refund a customer the amount specified, can be a partial refund.
Know More About Mydocsafe and Payhere Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and PayHere accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in PayHere (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in PayHere. This includes choosing which data fields go into which fields of PayHere, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and PayHere 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 PayHere. 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 PayHere
PayHere is a comprehensive online payment gateway service that facilitates seamless and secure transactions for businesses and individuals in Sri Lanka. It supports multiple payment methods, including credit cards, mobile payments, and bank transfers, making it easier for users to manage their financial transactions online.
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