Connect MyDocSafe and Superchat 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 Contact
Create Note
Add Contact to Contact List
Update Contact
Update Conversation
List all channels
List all contacts
List all contact lists
List all conversations
List custom attributes
List files
List all inboxes
List all labels
List all templates
List all template folders
List all users
Find Contact
Ready to use MyDocSafe and Superchat automations
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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.
Contact Created
Triggers when a new contact is created.
Contact Updated
Triggers when a contact is modified.
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 Contact
Creates a new contact.
Create Note
Creates a note in a coversation.
Add Contact to Contact List
Adds a contact to a contact list.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Superchat accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Superchat (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Superchat. This includes choosing which data fields go into which fields of Superchat, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Superchat 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 Superchat. 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 Superchat
Superchat is a messaging platform that combines relevant communication channels, streamlines customer support and makes messenger marketing accessible to any business.
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