Connect MyDocSafe and Whatsapp(OpenWA) 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!
Send Image
Send Video
Send Audio
Send Document
Send Location
Send Contact
Send Message
Send Sticker
Send Bulk Messages
List Sessions
Get WhatsApp Session
Get Active Chats
Get Chat History
Get All Contacts
Check Phone Number
Send Template Message
Create Message Template
List WhatsApp Templates
Mark Chat Read or Unread
Create Group
Add or Remove Group Participants
Get Profile Picture URL
Ready to use MyDocSafe and Whatsapp(OpenWA) 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.
When a New Message is received
Runs the workflow automatically whenever a new message arrives on the connected WhatsApp account.
When a WhatsApp session is disconnected
Runs the workflow automatically whenever a WhatsApp session is disconnected.
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
Send Image
Send image to contact or group
Send Video
Send video to contact or group
Send Audio
Send audio file or voice note
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Frequently Asked Questions
To start, connect both your MyDocSafe and Whatsapp(OpenWA) accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Whatsapp(OpenWA) (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Whatsapp(OpenWA). This includes choosing which data fields go into which fields of Whatsapp(OpenWA), setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Whatsapp(OpenWA) 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 Whatsapp(OpenWA). 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 Whatsapp(OpenWA)
Connect to WhatsApp Web to send and receive messages, automate conversations, and streamline customer communication. Build workflows that respond to real-time events, send text and media messages, manage chats, and simplify customer support, notifications, sales, and engagement.
Learn More
