Connect GiftUp and MyDocSafe to Build Intelligent Automations
Ready to use GiftUp and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Order
Trigger when a new order is placed.
Gift Card Redeemed
Trigger when a gift card is redeemed.
Gift Card Updated
Triggers on any changes to a gift card, including redemptions.
New Gift Card
Trigger when a new gift card is created.
New Item
Trigger when a new item is created.
Document is Signed
Triggers when a document is signed by all required parties.
Do thisActions
Action is the task that follows automatically within your GiftUp integrations.
Create Order
Creates a order.
Redeem Gift Card
Will deduct the specified amount of remaining credit from a gift card.
Update a gift card
Update the properties for a gift card.
Create a new item group
Create a new item group.
Create a new item
Create a new item for sale.
Create a Folder
Create Folder in a specific parent folder
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Frequently Asked Questions
To start, connect both your GiftUp and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in GiftUp triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how GiftUp 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 GiftUp 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 GiftUp 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 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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