Connect MyDocSafe and Pinch Payments to Build Intelligent Automations

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 Payer

Triggered when a new payer created in Pinch Payments.

New Subscription

Triggered when a new subscription is created in Pinch Payments.

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 or Update Scheduled Payment

Create or update a scheduled payment for a payer.

Add a Source to a Payer

Add a payment source (e.g., bank account or credit card) to a payer.

Create or Update Payer

Create or update a payer in the Pinch Payments system.