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Create integrations between Conversion Chats and MyDocSafe
Send Template Message via Conversion Chats when Document is Signed in Mydocsafe
Create Contacts in Conversion Chats when Document is Signed in Mydocsafe
Update Contacts in Conversion Chats when Document is Signed in Mydocsafe
Send Template Message via Conversion Chats when Form is submitted in Mydocsafe
Create Contacts in Conversion Chats when Form is submitted in Mydocsafe
Update Contacts in Conversion Chats when Form is submitted in Mydocsafe
Send Template Message via Conversion Chats when Esign is Rejected in Mydocsafe
Create Contacts in Conversion Chats when Esign is Rejected in Mydocsafe
Update Contacts in Conversion Chats when Esign is Rejected in Mydocsafe
Send Template Message via Conversion Chats when Sign Request Sent via MyDocSafe
Actions and Triggers
When this happensTriggers
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
Send Template Message
Sends WhatsApp message using template.
Create Contacts
Add the contact details into the database and can select the specific group to add contacts in conversion chats.
Update Contacts
Update the contact details into the database and can select the specific group to add contacts in conversion chats.
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
About Conversion Chats
Conversion Chats is a platform designed to enhance customer engagement and boost conversion rates through interactive WhatsApp chat solutions. It provides businesses with tools to create personalised chat experiences that can help convert WhatsApp visitors into customers, improve customer support, and increase overall sales.
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
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