Integrate MyDocSafe with 2Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New WhatsApp Message on 2Chat
Create a Portal in Mydocsafe when New WhatsApp Message on 2Chat
Create a Portal Group in Mydocsafe when New WhatsApp Message on 2Chat
Create a Folder in Mydocsafe when New WhatsApp Message Sent via 2Chat
Create a Portal in Mydocsafe when New WhatsApp Message Sent via 2Chat
Start from a real workflow other teams are already running.
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
2Chat
Automatically do this!
Create Contact
Create WhatsApp Channel
List All Contacts
List WhatsApp Numbers
Get WhatsApp Messages
Check Phone Number on WhatsApp
Get WhatsApp Groups
Set WhatsApp About
Set WhatsApp Profile Picture
Send WhatsApp Message
Send WhatsApp Group Message
Add WhatsApp Business Product
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Remove Participant from WhatsApp Group
Update Contact
Delete Contact
Search Contacts
Get WhatsApp Messages by Phone Number
List Group Participants
Create a Folder in Mydocsafe when New WhatsApp Message on 2Chat
Use this flowCreate a Portal in Mydocsafe when New WhatsApp Message on 2Chat
Use this flowCreate a Portal Group in Mydocsafe when New WhatsApp Message on 2Chat
Use this flowCreate a Folder in Mydocsafe when New WhatsApp Message Sent via 2Chat
Use this flowCreate a Portal in Mydocsafe when New WhatsApp Message Sent via 2Chat
Use this flowCreate a Portal Group in Mydocsafe when New WhatsApp Message Sent via 2Chat
Use this flowCreate a Folder in Mydocsafe when New WhatsApp Message in 2Chat
Use this flowCreate a Portal in Mydocsafe when New WhatsApp Message in 2Chat
Use this flowCreate a Portal Group in Mydocsafe when New WhatsApp Message in 2Chat
Use this flowCreate a Folder in Mydocsafe when New WhatsApp Call Received in 2Chat
Use this flowEverything you can automate between MyDocSafe and 2Chat.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Runs when a new WhatsApp message is received for a selected WhatsApp number.
Runs when a new WhatsApp message is sent in 2Chat.
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Creates a new contact with phone, WhatsApp, email, or address details (at least one required).
Create a new WhatsApp channel by providing phone number and friendly name.
Retrieve all contacts, with optional page number and results per page.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

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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 more2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn moreSign up for a free viaSocket account, then authorize both your MyDocSafe and 2Chat accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and 2Chat as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach 2Chat. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in 2Chat, and a separate workflow where 2Chat triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and 2Chat. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and 2Chat integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.