Dotdigital

Marketing Automation

MyDocSafe

Document Management

Integrations Dotdigital MyDocSafe

Create integrations between Dotdigital and MyDocSafe

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Unsubscribe Contact in Dotdigital when Form is submitted in Mydocsafe

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Create Contact Data Field in Dotdigital when Form is submitted in Mydocsafe

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Create Contact Data Field in Dotdigital when Document is Signed in Mydocsafe

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Send Email Campaign in Dotdigital when Form is submitted in Mydocsafe

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Send SMS in Dotdigital when Document is Signed in Mydocsafe

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Create a List in Dotdigital when Form is submitted in Mydocsafe

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Unsubscribe Contact in Dotdigital when Esign is Rejected in Mydocsafe

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Send Transactional Email in Dotdigital when Form is submitted in Mydocsafe

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Refresh Segment in Dotdigital when Form is submitted in Mydocsafe

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Send SMS in Dotdigital when Form is submitted in Mydocsafe

Actions and Triggers

Triggers

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.

Actions

Create a List

Creates a list.

Create Contact Data Field

Creates a contact data field within the account.

Refresh Segment

Refreshes a segment.

Send Email Campaign

Send a marketing email to a contact.

Send SMS

Send a marketing SMS to a contact.

Send Transactional Email

Sends a transactional email.

Know More About
Viasocket Integrations

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Dotdigital

Dotdigital is a leading marketing automation platform that empowers businesses to engage with their customers through email, SMS, and other digital channels. It provides tools for creating personalized marketing campaigns, automating customer journeys, and analyzing campaign performance to drive better engagement and conversions.

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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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