Connect MyDocSafe and QuickBooks 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 Payment
Create Department
Create Invoice
Create Account
Get BalanceSheet Report
Get Customer Balance
Get Customer Income
Ready to use MyDocSafe and QuickBooks 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.
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
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 Payment
Records a new payment transaction.
Create Department
Creates a new department
Create Invoice
Creates a new invoice.
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Frequently Asked Questions
To start, connect both your MyDocSafe and QuickBooks accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in QuickBooks (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in QuickBooks. This includes choosing which data fields go into which fields of QuickBooks, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and QuickBooks 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 QuickBooks. 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 QuickBooks
QuickBooks is a comprehensive accounting software designed to manage sales, expenses, and keep track of daily business transactions. It offers features like invoicing, payroll, and financial reporting to help businesses streamline their financial operations.
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