Integrations
Learn about SafeBase's integrations.
By Antonio and 2 others3 authors27 articles
- Integration - JiraConnect the Trust Center to a Jira Cloud instance to send notifications.
- Integration - Data Warehouse SyncSync important data from SafeBase directly to your database in a few easy steps
- Integration - Microsoft PurviewSee how you can upload your MP protected documents to SafeBase.
- Integration - SafeBase APIInformation on SafeBase's API, including access and capabilities.
- Integration - Custom URLCustom URL setup instructions
- Integration - Single Sign-On (SSO)This article describes how to configure Single Sign On
- Integration - SCIMThis article describes how to setup SCIM for automated provisioning and deprovisioning
- NDAs - IroncladAn overview of the Ironclad NDA Integration
- Integration - Microsoft TeamsThe SafeBase platform can integrate with Microsoft Teams to enable streamlined access workflows and provide notifications to SafeBase admins.
- Branding - Custom Email NotificationsTransactional emails sent from the Trust Center can be customized with company branding and a custom sender / return email
- Integration - Bring Your Own Identity (BYOID) [Early Access]BYOID Enables organizations to allow account member access to their Trust Center using their own identity systems.
- Branding - Custom Email ExamplesExamples of branded transactional emails
- Integration - Microsoft Dynamics 365 (Early Access)Usage and setup for SafeBase's Microsoft Dynamics Integration
- Integration - DrataSafeBase's Drata integration bolsters Trust Center capabilities
- Integration - Google Drive Sync (Early Access)Getting started with SafeBase's Google Drive for the Trust Center's Trust Library
- Integration - CRM - Access Request Workflow TestingHow to test SafeBase's CRM workflows for Salesforce, HubSpot, and Microsoft Dynamics.
- SafeBase API - Managing DocumentsGeneral walkthrough on how to utilize SafeBase's API to manage documents in the Trust Center.
- Integration - Salesforce - Re-authenticationThis article describes how to reauthenticate the Salesforce (SFDC) integration in the case that it breaks
- Integration - Salesforce - Installation / Migration GuideStep-by-step guide to install or the Trust Center Salesforce (SFDC) integration
CRM (Salesforce & Hubspot)
Learn about SafeBase's Salesforce & Hubspot integrations