Connect MyDocSafe and GMass 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 unsubscribe
Remove Email Address From Campaign
Send a Transactional Email
Ready to use MyDocSafe and GMass 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.
Email Opened
Triggers when an email is opened.
Email Clicked
Triggers when a link in an email is clicked.
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 unsubscribe
Adds an email address to your account's unsubscribe list. This will prevent your account from sending any campaigns to this address.
Remove Email Address From Campaign
Stops a campaign from sending to a particular email address. This is different from "Add Unsubscribe" because this is like unsubscribing an address just for a particular campaign rather than account-wide.
Send a Transactional Email
Sends a single transactional email.
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Frequently Asked Questions
To start, connect both your MyDocSafe and GMass accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in GMass (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in GMass. This includes choosing which data fields go into which fields of GMass, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and GMass 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 GMass. 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 GMass
GMass is a powerful email marketing tool that integrates with Gmail to enable users to send mass emails, create email campaigns, and track their performance. It is designed to help businesses and individuals streamline their email marketing efforts directly from their Gmail account.
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