Connect MyDocSafe and Mobile Message to Build Intelligent Automations
Ready to use MyDocSafe and Mobile Message 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.
New Inbound SMS Instant
Triggers when an inbound SMS is received.
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
Send SMS
Sends an SMS message.
Lookup Sent Messages
Get details of a sent message using message_id or custom_ref.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Mobile Message accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Mobile Message (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Mobile Message. This includes choosing which data fields go into which fields of Mobile Message, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Mobile Message 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 MyDocSafe and Mobile Message. 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 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 MoreAbout Mobile Message
Mobile Message is a comprehensive platform for managing and automating SMS communications, enabling businesses to effectively engage with their audience through personalized messaging solutions.
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