MyDocSafe integration with QuickBooks Online
How to Create Quickbooks Online customers from new MyDocSafe forms
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
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Click on the "Create new workflow" button, and then add "Automated step".
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Set the step description to "Create Quickbooks Online customers from new MyDocSafe forms" and then click on "Automate".
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Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate MyDocSafe integrations
MyDocSafe actions
Nekton can use any feature that is available in MyDocSafe API.
Using our advanced AI, you can easily create custom automations for MyDocSafe.
Here are some typical actions you can do in your automated workflows.
Form Submission
Triggers when a from of that company is submitted.
Proposal Sent
Triggers when a proposal is sent.
Proposal Won
Triggers when a proposal is won.
Sign Rejected
Triggers when a document signature is rejected.
Proposal Lost
Triggers when a proposal is lost.
Proposal Started
Triggers when a proposal is started.
About MyDocSafe
MyDocSafe is secure eSign software for companies in diverse sectors. End-to-end document security and compliance.