Connect MyDocSafe and BigMailer 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!
Add/Update Contact
Create List
Update List
Delete List
Create Field
Update Field
Delete Field
Create Brand Property
Update Brand Property
Delete Brand Property
Get Brand Property
Create Brand
Update Brand
Get Brand Details
Create User
Update User
Delete User
Search User By Id
Create Contact
Ready to use MyDocSafe and BigMailer 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 Contact
Trigger when new contact is created.
New User
Triggers when a new user is created.
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
Add/Update Contact
Create a new contact or update an existing contact in the selected BigMailer brand; optionally add the contact to a list or unsubscribe them from all campaigns.
Create List
Creates a new list.
Update List
Update the details of existing list.
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Frequently Asked Questions
To start, connect both your MyDocSafe and BigMailer accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in BigMailer (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in BigMailer. This includes choosing which data fields go into which fields of BigMailer, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and BigMailer 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 BigMailer. 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 BigMailer
Bigmailer is a comprehensive email marketing platform designed to help businesses manage and automate their email campaigns efficiently. It offers features such as email list management, campaign automation, and detailed analytics to optimize email marketing efforts.
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