Connect MyDocSafe and Zoho Bookings 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!
List Staffs
List Services
List Workspaces
Ready to use MyDocSafe and Zoho Bookings 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.
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
List Staffs
Get a list of staffs.
List Services
Get a list of all services under a workspace.
List Workspaces
Get a list of Workspaces
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Frequently Asked Questions
To start, connect both your MyDocSafe and Zoho Bookings accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Zoho Bookings (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Zoho Bookings. This includes choosing which data fields go into which fields of Zoho Bookings, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Zoho Bookings 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 Zoho Bookings. 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 Zoho Bookings
Zoho Bookings is an appointment scheduler that lets you find the perfect time with your customers. Book quality meetings and increase sales.
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