Create integrations between MoEngage and MyDocSafe
Create or Update User in MoEngage when Document is Signed in Mydocsafe
Add or Remove User From Cohort in MoEngage when Document is Signed in Mydocsafe
Create or Update User in MoEngage when Form is submitted in Mydocsafe
Add or Remove User From Cohort in MoEngage when Form is submitted in Mydocsafe
Create or Update User in MoEngage when Esign is Rejected in Mydocsafe
Add or Remove User From Cohort in MoEngage when Esign is Rejected in Mydocsafe
Create or Update User in MoEngage when Sign Request Sent via MyDocSafe
Add or Remove User From Cohort in MoEngage when Sign Request Sent via 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 or Update User
This action creates a new user in MoEngage .If the user profile already exist , this action updates the user attributes
Add or Remove User From Cohort
This action adds or removes a user from cohort
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Frequently Asked Questions
About MoEngage
MoEngage is a comprehensive customer engagement platform that helps businesses understand their users and engage them with personalized communication across various channels. It offers features like analytics, push notifications, email marketing, and in-app messaging to enhance user experience and drive growth.
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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