Connect MailUp and MyDocSafe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for MailUp
Choose an Action
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Ready to use MailUp and MyDocSafe automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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
Action is the task that follows automatically within your MailUp integrations.
List Country Code
List all country code
Create New Email Message
Create a new email message on the specified list.
New Send Email
Sends the specified message (previously created in MailUp in the specified List) to the email address specified.
Create a New Text Message
Create a new text message on the specified list.
Send Message to Group
Send a message to a predefined group in the specified list.
Delete a Text Message
Delete a text message of a specified list.
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Frequently Asked Questions
To start, connect both your MailUp and MyDocSafe accounts to viaSocket. Once connected, you can set up a workflow where an event in MailUp triggers actions in MyDocSafe (or vice versa).
Absolutely. You can customize how MailUp data is recorded in MyDocSafe. This includes choosing which data fields go into which fields of MyDocSafe, setting up custom formats, and filtering out unwanted information.
The data sync between MailUp and MyDocSafe typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between MailUp and MyDocSafe. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About MailUp
MailUp is a comprehensive email and SMS marketing platform designed to help businesses create, send, and analyze their marketing campaigns. With a user-friendly interface and powerful automation tools, MailUp enables users to reach their audience effectively and efficiently.
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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