Connect Memberful and MyDocSafe to Build Intelligent Automations
Ready to use Memberful and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Member SignUp
Triggers when a new member signs up.
Member Deleted
Triggered when a member is removed from Memberful; sends the member's details to your webhook.
Member Updated
Triggered when a Memberful member's details change; provides the updated member record for your workflow.
Order Refunded
Sends refunded order details when a Memberful order is refunded.
Order Completed
Triggered when a Memberful order is completed; sends the order and member details to your configured webhook.
New Subscription
Triggered when a new subscription is created in Memberful and provides the subscription details.
Do thisActions
Action is the task that follows automatically within your Memberful 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 Memberful and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Memberful triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Memberful 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 Memberful 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 Memberful 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 Memberful
Memberful is a membership management and subscription platform that helps creators, publishers, educators, and online businesses sell memberships, manage subscribers, and monetize digital content all while giving them full control over their brand and audience
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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