Connect MyDocSafe and Paddle 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
Generate Customer Authentication Token
Create an Address
Update an Address
Create a Business
Create a Price
Search Product Price
Search Events
Search Customer
Search Products
Create a Discount
Search Discount
Update Discount
Search Price
Create a Discount Group
Update a Price
Update a Product
Update a Business
Ready to use MyDocSafe and Paddle 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.
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.
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 in Paddle.
Update Customer
Update an existing customer using their ID.
Generate Customer Authentication Token
Generate an authentication token for a customer.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Paddle accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Paddle (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Paddle. This includes choosing which data fields go into which fields of Paddle, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Paddle 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 Paddle. 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 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.
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