Connect MyDocSafe and ShopBase to Build Intelligent Automations
Ready to use MyDocSafe and ShopBase automations
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
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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 product is added
runs when new product is added
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 a new product
Add a new product to your ShopBase store.
Create product
Adds a new product to your store with title, options, variants, and images.
Create product variant
Create a new variant for a product with option values, price, SKU, and image.
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Frequently Asked Questions
To start, connect both your MyDocSafe and ShopBase accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in ShopBase (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in ShopBase. This includes choosing which data fields go into which fields of ShopBase, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and ShopBase 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 ShopBase. 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 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.
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