Create integrations between Dotdigital and MyDocSafe
Create a List in Dotdigital when Document is Signed in Mydocsafe
Create Contact Data Field in Dotdigital when Document is Signed in Mydocsafe
Refresh Segment in Dotdigital when Document is Signed in Mydocsafe
Send Email Campaign in Dotdigital when Document is Signed in Mydocsafe
Send SMS in Dotdigital when Document is Signed in Mydocsafe
Send Transactional Email in Dotdigital when Document is Signed in Mydocsafe
Unsubscribe Contact in Dotdigital when Document is Signed in Mydocsafe
Create a List in Dotdigital when Form is submitted in Mydocsafe
Create Contact Data Field in Dotdigital when Form is submitted in Mydocsafe
Refresh Segment in Dotdigital when Form is submitted in 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
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.
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Frequently Asked Questions
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.
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.
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