Connect MyDocSafe and Lemon Squeezy 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 Customer
Update Customer
Create a Discount
Delete a Discount
Generate Order Invoice
Generate Subscription Invoice
Ready to use MyDocSafe and Lemon Squeezy 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.
License Key Created
Triggers when a new license key is created
Order Created
Triggers When a New Order is Created
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 Customer
Creates a New Customer
Update Customer
Update a Customer Details
Create a Discount
Create a new discount.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Lemon Squeezy accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Lemon Squeezy (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Lemon Squeezy. This includes choosing which data fields go into which fields of Lemon Squeezy, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Lemon Squeezy 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 Lemon Squeezy. 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 Lemon Squeezy
Lemon Squeezy is a comprehensive eCommerce platform designed to simplify the process of selling digital products online. It offers tools for managing payments, subscriptions, and customer relationships, making it an ideal solution for creators and businesses looking to monetize their digital content efficiently.
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