Connect MyDocSafe and Qminder to Build Intelligent Automations
Ready to use MyDocSafe and Qminder automations
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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.
Add visitor to queue
Triggers when a new visitor is added.
visitor checks in
runs when visitor checks in
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
Add visitor to line
Add a visitor to the selected line so they join the location's queue.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Qminder accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Qminder (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Qminder. This includes choosing which data fields go into which fields of Qminder, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Qminder 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 Qminder. 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 Qminder
Qminder is a queue management system designed to streamline customer service and improve the waiting experience. It helps businesses manage queues efficiently, providing real-time data and insights to enhance customer satisfaction.
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