Automate anything with mydocsafe & doubletick Integrations!

When this happens

Triggers

mydocsafe
Document is Signed

Triggers when a document is signed by all required parties.

mydocsafe
Form is submitted

Triggers when a form is submitted

mydocsafe
Esign is Rejected

Triggers when a esign is rejected

mydocsafe
Sign Request Sent

Triggers when a document sign request is sent.

Do this

Actions

mydocsafe
Create a Folder

Create Folder in a specific parent folder

mydocsafe
Create a Portal

Create a Portal in a Portal Group

mydocsafe
Create a Portal Group

doubletick
Send WhatsApp Message

Send a WhatsApp Message to a Contact

doubletick
Send WhatsApp Media Message

Send WhatsApp Media Message

doubletick
Send WhatsApp Template Message

Send a pre-approved whatsapp message template to a contact

doubletick
Create a new group

Create a new group by group name

doubletick
Add a member to a group

Add a new member to a group

doubletick
Delete a group

Delete an existing group by group ID

doubletick
Get Customer Details

Get existing customer details by its phone number

doubletick
Add Tag to a Customer

Add tag to an existing customer

doubletick
Delete a Template

Delete an Existing Template by template name

doubletick
Assign team member to chat

Assign team member to chat

doubletick
Unssign team member from a chat

Unssign team member from a chat

doubletick
Logout a team member

Logout a team member

doubletick
Get wallet balance

Get wallet current balance

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Doubletick
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.

MyDocSafe
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.

Integrations run at

viasocket