Connect MoEngage and MyDocSafe to Build Intelligent Automations
Ready to use MoEngage 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 MoEngage integrations.
Create or Update User
This action creates a new user in MoEngage .If the user profile already exist , this action updates the user attributes
Add or Remove User From Cohort
This action adds or removes a user from cohort
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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Frequently Asked Questions
To start, connect both your MoEngage and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in MoEngage triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how MoEngage 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 MoEngage 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 MoEngage 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 MoEngage
MoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.
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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