Connect MyDocSafe and La Growth Machine to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Add New Or Update Existing Lead
Update Lead Status
List audiences
Search Lead
List All Available Campaigns
Create Audience From Linkedin URL
Remove Lead From Audiences
Check Campaign Lead Stats
Ready to use MyDocSafe and La Growth Machine 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 MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Add New Or Update Existing Lead
Add or Update any lead to your LaGrowthMachine
Update Lead Status
Updates the status of an existing lead in your LaGrowthMachine campaign.
List audiences
list all available audiences in your account
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Frequently Asked Questions
To start, connect both your MyDocSafe and La Growth Machine accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in La Growth Machine (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in La Growth Machine. This includes choosing which data fields go into which fields of La Growth Machine, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and La Growth Machine 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 MyDocSafe and La Growth Machine. 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 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 MoreAbout La Growth Machine
LaGrowthMachine is a powerful tool designed to automate and optimize your lead generation and outreach processes. It helps businesses streamline their sales and marketing efforts by providing advanced features for managing and nurturing leads, automating follow-ups, and enhancing customer engagement.
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