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
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 WhatsApp Message
Send a WhatsApp Message to a Contact
Send WhatsApp Media Message
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
Frequently Asked Questions
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.
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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