Create integrations between MyDocSafe and QuickBooks
Create a Folder in Mydocsafe when New Invoice in QuickBooks
Create a Portal in Mydocsafe when New Invoice in QuickBooks
Create a Portal Group in Mydocsafe when New Invoice in QuickBooks
Create a Folder in Mydocsafe when New Customer in QuickBooks
Create a Portal in Mydocsafe when New Customer in QuickBooks
Create a Portal Group in Mydocsafe when New Customer in QuickBooks
Create a Folder in Mydocsafe when New Bill in QuickBooks
Create a Portal in Mydocsafe when New Bill in QuickBooks
Create a Portal Group in Mydocsafe when New Bill in QuickBooks
Create Payment in QuickBooks when Document is Signed in Mydocsafe
Automate anything with quickbooks & mydocsafe Integrations!
When this happens
Triggers
New Invoice
Triggers when a new invoice is created.
New Customer
Triggers when a new customer is added.
New Bill
Triggers when a new bill is created.
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.
Do this
Actions
Create Payment
Records a new payment transaction.
Create Department
Creates a new department
Get Department
Get details of a department
Create Invoice
Creates a new invoice
Get Bills
Get list of all bills
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Know More About
Viasocket Integrations
How viaSocket Works | A Complete Guide
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How viaSocket is going to help you with your business?
viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.
Frequently Asked Questions
Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
Learn MoreviaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
Learn MoreYes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
Learn MoreviaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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.
Integrations run at
