
When this happens...

Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Action is the task that follows automatically within your BombBomb integrations.
Send an email to a contact.
get all existing list
Adds a new contact to your BombBomb account.
Add a list to the users account.
Create Folder in a specific parent folder
Create a Portal in a Portal Group

Learn to handle document management with MyDocspace and viaSocket integration. This article offers practical tips and steps to streamline workflows and boost collaboration efficiently.

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To start, connect both your BombBomb and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in BombBomb triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how BombBomb 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 BombBomb 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 BombBomb 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.
BombBomb is a video email marketing platform that allows users to create, send, and track video emails to enhance their communication and engagement with clients and prospects.
Learn MoreMyDocSafe 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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