Connect MyDocSafe and 2Chat
Integrate MyDocSafe with 2Chat to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in 2Chat when Document is Signed in Mydocsafe
Create Channel in 2chat when Document is Signed in Mydocsafe
Set WhatsApp About on 2Chat when Document is Signed in Mydocsafe
Send WhatsApp Text Message via 2Chat when Document is Signed in Mydocsafe
Check Phone Number On WhatsApp on WhatsApp via 2Chat when Document is Signed in Mydocsafe
Popular MyDocSafe + 2Chat flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
2Chat
Automatically do this!
Create Contact
Create Channel
Set WhatsApp About
Send WhatsApp Text Message
Check Phone Number On WhatsApp
Create WhatsApp Group
Add Participants to a WhatsApp Group
Create Contact in 2Chat when Document is Signed in Mydocsafe
Use this flowCreate Channel in 2chat when Document is Signed in Mydocsafe
Use this flowSet WhatsApp About on 2Chat when Document is Signed in Mydocsafe
Use this flowSend WhatsApp Text Message via 2Chat when Document is Signed in Mydocsafe
Use this flowCheck Phone Number On WhatsApp on WhatsApp via 2Chat when Document is Signed in Mydocsafe
Use this flowCreate WhatsApp Group in 2Chat when Document is Signed in Mydocsafe
Use this flowAdd Participants to a WhatsApp Group using 2chat when Document is Signed in Mydocsafe
Use this flowCreate Contact in 2Chat when Form is submitted in Mydocsafe
Use this flowCreate Channel in 2chat when Form is submitted in Mydocsafe
Use this flowSet WhatsApp About on 2Chat when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and 2Chat.
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.
New WhatsApp Message Received
Runs when a new WhatsApp message is received in 2Chat.
New WhatsApp Message Sent
Runs when a new WhatsApp message is sent in 2Chat.
Do thisActions
Action is the task that follows automatically within your MyDocSafe integrations.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
Create Contact
Creates a new contact in your system with the provided contact details.
Create Channel
The "Create Channel" action allows you to set up a new WhatsApp channel
Set WhatsApp About
Sets the About text on your 2Chat-connected WhatsApp number.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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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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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.
Learn more
About 2Chat
2Chat is a conversational commerce automation tool for WhatsApp, Instagram, Messenger, and SMS.
Learn more
Frequently Asked Questions
Sign 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.
