Connect MyDocSafe and Shoppy 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
Update Product
Delete Product
List Queries
Create Payment
Ready to use MyDocSafe and Shoppy 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 Order Is Placed
Runs when a new order is placed in Shoppy.
New Product Is Created
runs when New Product 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
Create a new product.
Update Product
Update product details
Delete Product
Delete a product from your store.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Shoppy accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Shoppy (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Shoppy. This includes choosing which data fields go into which fields of Shoppy, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Shoppy 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 Shoppy. 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 Shoppy
Shoppy is a versatile eCommerce platform that enables users to create and manage online stores with ease. It offers a range of features for product management, payment processing, and customer engagement, making it ideal for businesses looking to expand their online presence.
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