Connect RemOnline and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
Clients List
Clients Update
Get Task List
Get Orders
Get Updated Orders
New Invoice
List all Inquiry
List all updated Inquiry
Get Sales
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Use the Built-in Integrations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Clients List
The list of client you can use in the product.
Clients Update
The list of clients has been updated..
Get Task List
get task list
Get Orders
get the list of orders
Get Updated Orders
get the list of updated orders
New Invoice
list the Invoice
Do thisActions
Action is the task that follows automatically within your RemOnline integrations.
Create Asset
creates a new Asset
Change Order Status
Changes order status.
Find or Create Asset
Find or create a Asset
Create a Lead
Creates a new lead.
Create a Order
Creates a new order.
Create a Client
Creates a new client.
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Frequently Asked Questions
To start, connect both your RemOnline and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in RemOnline triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how RemOnline data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between RemOnline and MyDocSafe 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 RemOnline and MyDocSafe. 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 RemOnline
RemOnline is a versatile, web-based platform designed to optimize and simplify various business operations. It provides powerful tools for managing customer relationships, tracking inventory, and overseeing sales processes, making it an ideal solution for businesses across different industries. Whether you're in retail, service-oriented sectors, or any field that requires efficient operations management, RemOnline offers a seamless approach to improving workflow, boosting productivity, and enhancing customer satisfaction. With its user-friendly interface and comprehensive features, the platform enables businesses to manage tasks more effectively and scale their operations with ease.
Learn MoreAbout 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.
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