Connect MyDocSafe and Benchmark Email to Build Intelligent Automations
Choose a Trigger
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an Action
Automatically do this!
Find a contact
Update Details of a Survey
Update a Contact
Create a Segment
Delete a survey
Delete an Email
Delete a list
Get Web Page Ads Detail
Update status of the survey
Uploading videos
Use Survey Template
Update/Edit Profile
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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 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
Find a contact
Get contact detail by its contact id.
Update Details of a Survey
Updating an existing details of a survey.
Update a Contact
Updating an existing contact.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Benchmark Email accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Benchmark Email (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Benchmark Email. This includes choosing which data fields go into which fields of Benchmark Email, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Benchmark Email 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 Benchmark Email. 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 Benchmark Email
Benchmark Email is a cloud-based email marketing platform that helps businesses create, send, and manage email campaigns. It offers tools for building emails, automating campaigns, and analyzing their effectiveness.
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