
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent

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 All 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 Events
Check Template Status
Send WhatsApp Message
URL Shortener
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 Email via Hello
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.

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To start, connect both your MyDocSafe and MSG91 accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in MSG91 (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in MSG91. This includes choosing which data fields go into which fields of MSG91, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and MSG91 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 MSG91. 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.
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 powerful communication platform that enables businesses to send transactional SMS, emails, voice calls, and WhatsApp messages with ease. It also offers a dedicated OTP service for secure two-factor authentication, helping companies deliver fast, reliable, and scalable communication to their users.
Learn More