Connect ikas and MyDocSafe to Build Intelligent Automations
Ready to use ikas 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's when new order is created.
New Product
Trigger's when new product is created.
New Customer
Trigger's when new customer is created.
Order Updated
Triggered when an existing order is updated in Ikas; provides the updated order details.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Do thisActions
Action is the task that follows automatically within your ikas 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
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Frequently Asked Questions
To start, connect both your ikas and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in ikas triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how ikas 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 ikas 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 ikas 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 ikas
Ikas is a comprehensive eCommerce platform designed to streamline online store management, offering tools for inventory, order processing, and customer engagement.
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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