Integrate MyDocSafe with MSG91 to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send Campaign via MSG91 when Document is Signed in Mydocsafe
Send Template SMS via MSG91 when Document is Signed in Mydocsafe
Send a Mail via MSG91 when Document is Signed in Mydocsafe
Create or Update Contact in Segmento in MSG91 when Document is Signed in Mydocsafe
Update Contact In Segmento in MSG91 Segmento when Document is Signed in Mydocsafe
Start from a real workflow other teams are already running.
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
MSG91
Automatically do this!
Send Campaign
Send Template SMS
Send a Mail
Create or Update Contact in Segmento
Update Contact In Segmento
Search a specific contact in Segmento
Schedule a Template SMS
Find Campaign Template Details
List WhatsApp Templates
Send WhatsApp Template Message
Validate Email Address
Get all Contacts in a Phonebook
Get a Contact in Phonebook
Get all Segment
Create User Event
Check Template Status
Send WhatsApp Message
Generate Short URL
Verify OTP
Resend OTP
OTP Analytics
Send OTP via Widget
Resend Widget OTP
Verify Widget OTP
Verify Widget Token
Make a Voice Call
Send Voice Message
Send RCS Template Message
Create Alert
Close Alert
Send Mail via Hello
Search Tickets
Send Campaign via MSG91 when Document is Signed in Mydocsafe
Use this flowSend Template SMS via MSG91 when Document is Signed in Mydocsafe
Use this flowSend a Mail via MSG91 when Document is Signed in Mydocsafe
Use this flowCreate or Update Contact in Segmento in MSG91 when Document is Signed in Mydocsafe
Use this flowUpdate Contact In Segmento in MSG91 Segmento when Document is Signed in Mydocsafe
Use this flowSearch a specific contact in Segmento in Msg91 when Document is Signed in Mydocsafe
Use this flowSchedule a Template SMS via MSG91 when Document is Signed in Mydocsafe
Use this flowFind Campaign Template Details from MSG91 when Document is Signed in Mydocsafe
Use this flowList WhatsApp Templates from MSG91 when Document is Signed in Mydocsafe
Use this flowSend WhatsApp Template Message via MSG91 when Document is Signed in Mydocsafe
Use this flowEverything you can automate between MyDocSafe and MSG91.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Runs when a new inbound or outbound WhatsApp delivery report arrives.
Runs when an SMS sent from your account receives a delivery confirmation.
Action is the task that follows automatically within your MyDocSafe integrations.
Create Folder in a specific parent folder
Create a Portal in a Portal Group
Send the selected campaign
Send a selected SMS template to one or more phone numbers and optionally fill template variables.
Send a mail using a template.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.

Discover how to streamline document handling by integrating MyDocSafe with viaSocket. Automate signing, storage, backups, and real-time updates across tools like Google Drive, Dropbox, Slack, Gmail, Xero, and QuickBooks.

Discover viaSocket, an AI-powered workflow automation platform with 2,000+ integrations. Learn what it is, how it works, and how to set up no-code automated workflows.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Explore workflow automation: its definition, benefits, how it works, real-world examples, and how to automate with viaSocket.
viaSocket Support
We're here to help
Instant answers
AI assistant available 24/7
Expert support
Connect with our specialists
Trusted & secure
Your data is safe with us
No credit card required. Set up your first workflow in minutes.
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 moreMSG91 is a cloud communication platform that provides APIs for SMS, WhatsApp, voice, email, RCS, OTP, and customer engagement automation for businesses.
Learn moreSign up for a free viaSocket account, then authorize both your MyDocSafe and MSG91 accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between MyDocSafe and MSG91 as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach MSG91. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in MSG91, and a separate workflow where MSG91 triggers actions in MyDocSafe. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between MyDocSafe and MSG91. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and MSG91 integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.