Connect Paddle and MyDocSafe to Build Intelligent Automations
Ready to use Paddle and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Detects and returns customers newly created in Paddle since the last check (defaults to the past 15 minutes), ordered newest first.
New Address
Trigger when a new address is added for the selected Paddle customer. Returns addresses created since the last check.
Document is Signed
Triggers when a document is signed by all required parties.
Form is submitted
Triggers when a form is submitted
Esign is Rejected
Triggers when a esign is rejected
Sign Request Sent
Triggers when a document sign request is sent.
Do thisActions
Action is the task that follows automatically within your Paddle integrations.
Create Customer
Creates a new customer in Paddle.
Update Customer
Update an existing customer using their ID.
Generate Customer Authentication Token
Generate an authentication token for a customer.
Create an Address
Create an address for a customer.
Update an Address
Update an address of the customer.
Create a Business
Create a business for a customer.
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Frequently Asked Questions
To start, connect both your Paddle and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Paddle triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Paddle 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 Paddle 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 Paddle 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 Paddle
Paddle is a comprehensive commerce platform designed to help software companies manage their billing, subscription, and payment processes. It offers a range of tools to streamline revenue operations, including payment processing, tax compliance, and customer management, making it easier for businesses to scale globally.
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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