Connect Squarespace and MyDocSafe to Build Intelligent Automations

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Squarespace

When this happens...

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MyDocSafe

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Product

New Product

Triggers when new product is created.

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.

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Do thisActions

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

Retrieve all inventory

Retrieve all inventory

Retrieve all the inventories.

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

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Frequently Asked Questions

How do I start an integration between Squarespace and MyDocSafe?

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

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

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

How often does the data sync between Squarespace and MyDocSafe?

The data sync between Squarespace and MyDocSafe 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 Squarespace to MyDocSafe?

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 Squarespace and MyDocSafe?

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

Squarespace

About Squarespace

Squarespace is a website builder, blogging platform, hosting service, commerce platform, and domain name registrar.

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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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