Connect MyDocSafe and Shopkit to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Shopkit

Automatically do this!

Ready to use MyDocSafe and Shopkit automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

New Client

New Client

Triggered when a new client is created in your Shopkit store.

Client Updated

Client Updated

Triggered when a client is updated in your Shopkit store.

Do thisActions

Action is the task that follows automatically within your MyDocSafe integrations.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Get Store Detail

Get Store Detail

Get the details of your store.

Create Brand

Create Brand

Creates a new brand for product categorization in Shopkit.

Create Category

Create Category

Creates a new product category in Shopkit.

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Frequently Asked Questions

How do I start an integration between MyDocSafe and Shopkit?

To start, connect both your MyDocSafe and Shopkit accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Shopkit (or vice versa).

Can we customize how data from MyDocSafe is recorded in Shopkit?

Absolutely. You can customize how MyDocSafe data is recorded in Shopkit. This includes choosing which data fields go into which fields of Shopkit, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and Shopkit?

The data sync between MyDocSafe and Shopkit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to Shopkit?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and Shopkit?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and Shopkit. 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.

MyDocSafe

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.

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Shopkit

About Shopkit

Shopkit is a comprehensive eCommerce platform designed to streamline online retail operations. It offers a suite of tools for managing products, processing payments, and enhancing customer experiences, making it ideal for businesses looking to establish or expand their online presence.

Learn More