Connect MyDocSafe and Encharge 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 or update contact
Add Tag to User
Remove Tag from Contact
Archive Or Permanently Delete People
Unsubscribe Person
Get People
List Contacts
Ready to use MyDocSafe and Encharge automations
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 User
Triggers when a new user is created.
Unsubscribe User
Triggers when a user is unsubscribed.
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 or update contact
Add or update a contact
Add Tag to User
Add a tag to an existing user
Remove Tag from Contact
Remove tag from contact
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Frequently Asked Questions
To start, connect both your MyDocSafe and Encharge accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Encharge (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Encharge. This includes choosing which data fields go into which fields of Encharge, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Encharge 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 Encharge. 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 Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
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