Connect Encharge and MyDocSafe to Build Intelligent Automations
Ready to use Encharge and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Triggers when a new user is created.
Unsubscribe User
Triggers when a user is unsubscribed.
Updated Person
Triggers when a person is updated.
Tag Added To Person
Triggers when a person is tagged.
Tag Removed From Person
Triggers when a person is untagged.
Document is Signed
Triggers when a document is signed by all required parties.
Do thisActions
Action is the task that follows automatically within your Encharge integrations.
Add or Update Person
Create a new person or update an existing person in Encharge using the provided email and profile details.
Add Tag To User
Add a single tag to an existing user identified by their email in Encharge.
Remove Tag
Remove a specified tag from the user identified by the provided email address.
Archive or Delete Person
Archive a person by email, or permanently delete them if 'Delete Permanently' is set to true.
Unsubscribe Person
Unsubscribes the person with the given email from all Encharge email communications.
Create a Folder
Create Folder in a specific parent folder
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Frequently Asked Questions
To start, connect both your Encharge and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in Encharge triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how Encharge 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 Encharge 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 Encharge 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 Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
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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