Doubletick

MyDocSafe

Document Management, E-Signature

Integrations Doubletick MyDocSafe

Create integrations between Doubletick and MyDocSafe

Send WhatsApp Message in Doubletick when Document is Signed in Mydocsafe

Send WhatsApp Media Message in Doubletick when Document is Signed in Mydocsafe

Send WhatsApp Template Message in Doubletick when Document is Signed in Mydocsafe

Create a new group in Doubletick when Document is Signed in Mydocsafe

Add a member to a group in Doubletick when Document is Signed in Mydocsafe

Delete a group in Doubletick when Document is Signed in Mydocsafe

Get Customer Details in Doubletick when Document is Signed in Mydocsafe

Add Tag to a Customer in Doubletick when Document is Signed in Mydocsafe

Delete a Template in Doubletick when Document is Signed in Mydocsafe

Assign team member to chat in Doubletick when Document is Signed 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

Send WhatsApp Message

Send a WhatsApp Message to a Contact

Send WhatsApp Media Message

Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

Create a new group

Create a new group by group name

Add a member to a group

Add a new member to a group

Delete a group

Delete an existing group by group ID

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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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.

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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.

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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 Doubletick

Doubletick is an email tracking tool that allows users to see when their emails have been read. It integrates seamlessly with popular email clients to enhance communication tracking.

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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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