Connect SMSFactor and MyDocSafe to Build Intelligent Automations

Choose a Trigger

SMSFactor

When this happens...

Choose an Action

MyDocSafe

Automatically do this!

Ready to use SMSFactor and MyDocSafe automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for SMSFactor

Do thisActions

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

Send SMS

Send SMS

Send a text message to a recipient, with optional scheduling, sender name, message type, and custom SMS ID.

Retrieve Message History

Retrieve Message History

Returns SMS messages sent or received between specified start and end dates. Optional filters include destination number, message content, type (incoming/outgoing), country, and status; supports sorting and pagination.

Create SMS List

Create SMS List

Create a new SMS contact list and add one contact using the recipient's phone number.

Create SMS Template

Create SMS Template

Create a new reusable SMS template.

Create Account

Create Account

Create a new SMSFactor account or sub-account using the provided email, password, and optional profile details.

Create a Folder

Create a Folder

Create Folder in a specific parent folder

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Frequently Asked Questions

How do I start an integration between SMSFactor and MyDocSafe?

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

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

Absolutely. You can customize how SMSFactor 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 SMSFactor and MyDocSafe?

The data sync between SMSFactor 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 SMSFactor 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 SMSFactor and MyDocSafe?

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

SMSFactor

About SMSFactor

SMSFactor is an online platform allowing you to send professional SMS to your clients/patients.

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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.

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