Connect ShopBase and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
New Product Created
New Order Is Created
Product Updated
New Customer Created
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use ShopBase and MyDocSafe automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Product Created
Runs when new Product is created
New Order Is Created
Runs when New Order Is Created
Product Updated
Runs when product is updated
New Customer Created
Runs when new customer created
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 ShopBase integrations.
Create Order
Add an order to your store.
Create New Product
Create product with variants
Add Product Variant
Add variant with SKU & price
Add Product Image
Upload an image to a product
Update Product Title and Images
Change product title & images
Get Shop Details
Get connected store details
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Frequently Asked Questions
To start, connect both your ShopBase and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in ShopBase triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how ShopBase 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 ShopBase 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 ShopBase 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 ShopBase
ShopBase is a comprehensive eCommerce platform designed to help businesses create and manage online stores with ease. It offers a range of tools for product management, order processing, and customer engagement, making it ideal for entrepreneurs and small to medium-sized businesses looking to establish a strong online presence.
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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