Connect MyDocSafe and Pinch Payments
Integrate MyDocSafe with Pinch Payments to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create or Update Scheduled Payment in Pinch Payments when Document is Signed in Mydocsafe
Add a Source to a Payer in Pinch when Document is Signed in Mydocsafe
Create or Update Payer in Pinch when Document is Signed in Mydocsafe
Add a Subscription to Pinch when Document is Signed in Mydocsafe
Find a Subscription in Pinch when Document is Signed in Mydocsafe
Popular MyDocSafe + Pinch Payments 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
Pinch Payments
Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
Create or Update Scheduled Payment in Pinch Payments when Document is Signed in Mydocsafe
Use this flowAdd a Source to a Payer in Pinch when Document is Signed in Mydocsafe
Use this flowCreate or Update Payer in Pinch when Document is Signed in Mydocsafe
Use this flowAdd a Subscription to Pinch when Document is Signed in Mydocsafe
Use this flowFind a Subscription in Pinch when Document is Signed in Mydocsafe
Use this flowCreate Realtime Payment with Pinch Payments when Document is Signed in Mydocsafe
Use this flowFind an Event in Pinch when Document is Signed in Mydocsafe
Use this flowFind Payer in Pinch when Document is Signed in Mydocsafe
Use this flowCreate or Update Scheduled Payment in Pinch Payments when Form is submitted in Mydocsafe
Use this flowAdd a Source to a Payer in Pinch when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Pinch Payments.
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 Payer
Triggered when a new payer created in Pinch Payments.
New Subscription
Triggered when a new subscription is created in Pinch Payments.
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 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.
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 Pinch Payments
Pinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Pinch Payments 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 Pinch Payments 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 Pinch Payments. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Pinch Payments, and a separate workflow where Pinch Payments 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 Pinch Payments. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Pinch Payments integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
