Connect MyDocSafe and Google Analytics 4 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!
Create Conversion Event For a Property
Find Conversion
Create Measurement
Run Report for a Property
List all Custom Dimensions for Specific Property
Ready to use MyDocSafe and Google Analytics 4 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 Conversion Event
Triggers when a new conversion event 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
Create Conversion Event For a Property
creates a new conversion event for a property.
Find Conversion
finds a conversion based on id
Create Measurement
Creates a new measurement property secret.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Google Analytics 4 accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Google Analytics 4 (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Google Analytics 4. This includes choosing which data fields go into which fields of Google Analytics 4, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Google Analytics 4 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 Google Analytics 4. 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 Google Analytics 4
Google Analytics is a powerful web analytics service offered by Google that tracks and reports website traffic, providing insights into user behavior, traffic sources, and marketing effectiveness.
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