Connect MyDocSafe and Shiptheory 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 Product
Create Shipment
Create a Tag
Update a Tag
Update a Product
Ready to use MyDocSafe and Shiptheory 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 Shipment
Triggers when a new shipment 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 Product
Add's a new product in shiptheory.
Create Shipment
Create's a new shipment.
Create a Tag
Create a single tag in your Shiptheory account.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Shiptheory accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Shiptheory (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Shiptheory. This includes choosing which data fields go into which fields of Shiptheory, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Shiptheory 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 Shiptheory. 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 Shiptheory
Automate your shipping processes for greater efficiency and reliability by integrating with Shiptheory. Access various carrier APIs to streamline your shipping operations and ensure smooth delivery management.
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