Connect BigMailer and MyDocSafe to Build Intelligent Automations

Choose a Trigger

BigMailer

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use BigMailer and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Contact

New Contact

Trigger when new contact is created.

New User

New User

Triggers when a new user is created.

New Brand

New Brand

Triggers when a new brand is created.

New Brand Property

New Brand Property

Triggers when a new brand property is created.

New Field

New Field

Triggers when a new field is created.

New List

New List

Triggers when a new list is created.

Do thisActions

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

Add/Update Contact

Add/Update Contact

Create a new contact or update an existing contact in the selected BigMailer brand; optionally add the contact to a list or unsubscribe them from all campaigns.

Create List

Create List

Creates a new list.

Update List

Update List

Update the details of existing list.

Delete List

Delete List

Delete a specific list from the selected brand.

Create Field

Create Field

Creates a new field.

Update Field

Update Field

Edit the details of the selected field.

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Frequently Asked Questions

How do I start an integration between BigMailer and MyDocSafe?

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

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

Absolutely. You can customize how BigMailer 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 BigMailer and MyDocSafe?

The data sync between BigMailer 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 BigMailer 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 BigMailer and MyDocSafe?

Yes, you can set conditional logic to control the flow of data between BigMailer 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.

BigMailer

About BigMailer

Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.

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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.

Learn More