Connect MyDocSafe and Mobile Text Alerts 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/Update Subscriber
Add subscriber to group
Send SMS Message
Create Message Template
Delete Scheduled Message
Remove Subscribers from Group
Ready to use MyDocSafe and Mobile Text Alerts 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.
Delivery Status Updated
Triggered when a sent SMS message's delivery status changes (e.g., delivered, failed, or pending).
SMS Reply Received
Triggers when a new message reply is received.
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/Update Subscriber
Adds a new subscriber.
Add subscriber to group
Add a specific subcriber to group.
Send SMS Message
Send a text message to one or more selected subscribers or groups.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Mobile Text Alerts accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Mobile Text Alerts (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Mobile Text Alerts. This includes choosing which data fields go into which fields of Mobile Text Alerts, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Mobile Text Alerts 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 Mobile Text Alerts. 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 Mobile Text Alerts
Mobile Text Alerts allows you send mass SMS text messages to your group.
Learn More
