Connect CallTrackingMetrics and MyDocSafe
Integrate CallTrackingMetrics with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New Call Starts in CallTrackingMetrics
Create a Portal in Mydocsafe when New Call Starts in CallTrackingMetrics
Create a Portal Group in Mydocsafe when New Call Starts in CallTrackingMetrics
Create a Folder in Mydocsafe when Call Ends in CallTrackingMetrics
Create a Portal in Mydocsafe when Call Ends in CallTrackingMetrics
Popular CallTrackingMetrics + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
CallTrackingMetrics
When this happens...
New Call Starts
Call Ends
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when New Call Starts in CallTrackingMetrics
Use this flowCreate a Portal in Mydocsafe when New Call Starts in CallTrackingMetrics
Use this flowCreate a Portal Group in Mydocsafe when New Call Starts in CallTrackingMetrics
Use this flowCreate a Folder in Mydocsafe when Call Ends in CallTrackingMetrics
Use this flowCreate a Portal in Mydocsafe when Call Ends in CallTrackingMetrics
Use this flowCreate a Portal Group in Mydocsafe when Call Ends in CallTrackingMetrics
Use this flowCreate Contact List in CallTrackingMetrics when Document is Signed in Mydocsafe
Use this flowSend SMS via CallTrackingMetrics when Document is Signed in Mydocsafe
Use this flowList Tracking Numbers from CallTrackingMetrics when Document is Signed in Mydocsafe
Use this flowCreate Contact List in CallTrackingMetrics when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between CallTrackingMetrics and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
New Call Starts
Runs when a new call starts.
Call Ends
Runs when a call ends.
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 CallTrackingMetrics integrations.
Create Contact List
Creates a new contact list.
Send SMS
Sends an SMS message from your account to a specified phone number.
List Tracking Numbers
Lists tracking numbers with optional filters for number or name.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About CallTrackingMetrics
Provides call tracking, dynamic number insertion, routing, recording, and multi-channel attribution to connect calls, texts, chats, and form fills to the marketing sources that drove them. Offers conversation intelligence (AI-driven transcription and analytics), a softphone, developer APIs, and native integrations (Google Ads, HubSpot, Salesforce) to sync call data across stacks.
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.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your CallTrackingMetrics and MyDocSafe accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between CallTrackingMetrics and MyDocSafe as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach MyDocSafe. No coding required.
Yes. You can set up a workflow where CallTrackingMetrics triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in CallTrackingMetrics. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between CallTrackingMetrics and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire CallTrackingMetrics and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
