Connect MyDocSafe and smsmode
Integrate MyDocSafe with smsmode to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send SMS to Recipients via SMSMode when Document is Signed in Mydocsafe
Get Organisation Channels from SMSmode when Document is Signed in Mydocsafe
Cancel Scheduled Message in SMS Mode when Document is Signed in Mydocsafe
Send SMS to Recipients via SMSMode when Form is submitted in Mydocsafe
Get Organisation Channels from SMSmode when Form is submitted in Mydocsafe
Popular MyDocSafe + smsmode flows
Start from a real workflow other teams are already running.
Choose a trigger
MyDocSafe
When this happens...
Document is Signed
Form is submitted
Esign is Rejected
Sign Request Sent
Choose an action
smsmode
Automatically do this!
Send SMS to Recipients
Get Organisation Channels
Cancel Scheduled Message
Send SMS to Recipients via SMSMode when Document is Signed in Mydocsafe
Use this flowGet Organisation Channels from SMSmode when Document is Signed in Mydocsafe
Use this flowCancel Scheduled Message in SMS Mode when Document is Signed in Mydocsafe
Use this flowSend SMS to Recipients via SMSMode when Form is submitted in Mydocsafe
Use this flowGet Organisation Channels from SMSmode when Form is submitted in Mydocsafe
Use this flowCancel Scheduled Message in SMS Mode when Form is submitted in Mydocsafe
Use this flowSend SMS to Recipients via SMSMode when Esign is Rejected in Mydocsafe
Use this flowGet Organisation Channels from SMSmode when Esign is Rejected in Mydocsafe
Use this flowCancel Scheduled Message in SMS Mode when Esign is Rejected in Mydocsafe
Use this flowSend SMS to Recipients via SMSMode when Sign Request Sent via MyDocSafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and smsmode.
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.
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 SMS to Recipients
Send a text message to one or more phone numbers.
Get Organisation Channels
Get all channels for an organisation.
Cancel Scheduled Message
Cancel a scheduled message before it is sent
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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AI will build it for you
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.
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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 more
About smsmode
smsmode is a leading platform for sending and managing SMS communications, offering robust solutions for businesses to enhance their customer engagement through text messaging.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and smsmode 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 smsmode 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 smsmode. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in smsmode, and a separate workflow where smsmode 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 smsmode. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and smsmode integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
