Connect MyDocSafe and Stripe 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!
Find a Subscription
Find an Invoice
Find a Payment
Find a Customer
List All Charges
Create an Invoice
Delete a Customer
Update a Customer
Deactivate payment link
Create a Product
Create a Customer
Find Account balence
Cancel Subscription
Create a Price
Create Payment
Create Payment link
Search Invoice Details
Search Customer
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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
Triggers when a new customer is added.
New Payment Link is Created
Trigger when a new payment link 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
Find a Subscription
Finds an existing subscription by its ID.
Find an Invoice
Find an existing invoice by its ID.
Find a Payment
Finds an existing payment intent by its ID.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Stripe accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Stripe (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Stripe. This includes choosing which data fields go into which fields of Stripe, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Stripe 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 Stripe. 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 Stripe
Stripe is a financial technology company that provides a set of tools and APIs (Application Programming Interfaces) for online businesses to handle payments, subscriptions, and other financial transactions on the internet.
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