Connect BulkGate and MyDocSafe to Build Intelligent Automations
Ready to use BulkGate and MyDocSafe automations
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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.
Do thisActions
Action is the task that follows automatically within your BulkGate integrations.
Add a Contact
Add a Contact in BulkGate Address Book
Update a Contact
Update an existing contact by its Phone Number
Get a Contact
Get a Contact by Phone Number
Blacklist a Number
Adds a number to blacklist.
Check Blacklisted Number
Check Number is Blacklisted.
Remove a Blacklisted Number
Removes number from black list.
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Frequently Asked Questions
To start, connect both your BulkGate and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in BulkGate triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how BulkGate 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.
The data sync between BulkGate and MyDocSafe 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 BulkGate 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.
About BulkGate
Bulkgate is a comprehensive platform designed for businesses to streamline their communication through bulk messaging services. It offers tools for sending SMS, Viber, and other messaging services to engage with customers effectively.
Learn MoreAbout 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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