Connect MyDocSafe and FastSpring to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Create an Account
Search Account By Email
Get Product By path
Ready to use MyDocSafe and FastSpring automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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 MyDocSafe 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
Create an Account
Creates a new account object.
Search Account By Email
Searches for an account by email.
Get Product By path
Retrieves the details of an existing product with the given product_path.
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Frequently Asked Questions
To start, connect both your MyDocSafe and FastSpring accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in FastSpring (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in FastSpring. This includes choosing which data fields go into which fields of FastSpring, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and FastSpring 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 MyDocSafe and FastSpring. 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.
Learn MoreAbout FastSpring
FastSpring is a comprehensive eCommerce platform designed to help businesses sell software, digital products, and services online. It offers a range of features including global payment processing, subscription management, and localized purchasing experiences to enhance customer satisfaction and streamline sales operations.
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