Drata

Connect the Trust Center to a Jira Cloud instance to send notifications.

Integration - Jira

Sync important data from SafeBase directly to your database in a few easy steps

Integration - Data Warehouse Sync

See how you can upload your MP protected documents to SafeBase.

Integration - Microsoft Purview

Information on SafeBase's API, including access and capabilities.

Integration - SafeBase API

Integration - Custom URL

This article describes how to setup SCIM for automated provisioning and deprovisioning

Integration - SCIM

An overview of the Ironclad NDA Integration

NDAs - Ironclad

The SafeBase platform can integrate with Microsoft Teams to enable streamlined access workflows and provide notifications to SafeBase admins.

Integration - Microsoft Teams

Transactional emails sent from the Trust Center can be customized with company branding and a custom sender / return email

Branding - Custom Email Notifications

BYOID Enables organizations to allow account member access to their Trust Center using their own identity systems.

Integration - Bring Your Own Identity (BYOID) [Early Access]

Branding - Custom Email Examples

Usage and setup for SafeBase's Microsoft Dynamics Integration

Integration - Microsoft Dynamics 365 (Early Access)

SafeBase's Drata integration bolsters Trust Center capabilities

Integration - Drata

Getting started with SafeBase's Google Drive for the Trust Center's Trust Library

Integration - Google Drive Sync (Early Access)

General walkthrough on how to utilize SafeBase's API to manage documents in the Trust Center.

SafeBase API - Managing Documents

This article describes how to configure Single Sign On

Integration - Single Sign-On (SSO)

Integrations

Configure the SafeBase bot for Slack to use custom mentions for notifications.

Integration - Slack - Custom Notifications

Approve or deny SafeBase Trust Center requests, Search the Trust Library, and AIQA collaboration, directly from Slack

Integration - SafeBase Bot for Slack - Setup & Use

Slack 

Learn how to use the Trust Center's Webhooks feature for custom workflows.

Integration - Webhooks

Webhooks

Complete Guide to SafeBase CRM Integration capabilities includes Salesforce (SFDC), Hubspot, and Microsoft Dynamics

Integration - Salesforce, Hubspot, Microsoft Dynamics + Rules Engine Guide

How to test SafeBase's CRM workflows for Salesforce, HubSpot, and Microsoft Dynamics.

Integration - CRM Access Request Dry Run

Learn about SafeBase's Salesforce & Hubspot integrations

CRM (Salesforce & Hubspot)

Step-by-step guide to install or the Trust Center Salesforce (SFDC) integration

Integration - Salesforce - Installation / Migration Guide

This article covers how to configure our Salesforce (SFDC) integration for access request auto-approval and the activity sync feature.

Integration - Salesforce - Auto-Approve, NDA-Bypass, & Activity Sync

This guide is for customers that would like to use the "Add to SafeBase" button component in Salesforce (SFDC)

Integration - Salesforce - "Add to SafeBase Button" Component

Walkthrough for connecting the SafeBase platform to a Salesforce (SFDC) environment

Integration - Salesforce - Connect with SafeBase

This article describes how to reauthenticate the Salesforce (SFDC) integration in the case that it breaks

Integration - Salesforce - Re-authentication

Salesforce

This article describes the setup process for our HubSpot CRM integration.

Integration - HubSpot

Hubspot

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