Integrations MyDocSafe Swiss Newsletter
MyDocSafe + Swiss Newsletter

Connect MyDocSafe and Swiss Newsletter to Build Intelligent Automations

Choose a Trigger

MyDocSafe

When this happens...

Choose an Action

Swiss Newsletter

Automatically do this!

Enable Integrations or automations with these events of MyDocSafe and Swiss Newsletter

Enable Integrations or automations with these events of MyDocSafe and Swiss Newsletter

Triggers

Document is Signed

Document is Signed

Triggers when a document is signed by all required parties.

Form is submitted

Form is submitted

Triggers when a form is submitted

Esign is Rejected

Esign is Rejected

Triggers when a esign is rejected

Sign Request Sent

Sign Request Sent

Triggers when a document sign request is sent.

Request a new Trigger for MyDocSafe

Actions

Create a Folder

Create a Folder

Create Folder in a specific parent folder

Create  a Portal

Create a Portal

Create a Portal in a Portal Group

Create a Portal Group

Create a Portal Group

Request a new Action for MyDocSafe

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between MyDocSafe and Swiss Newsletter?

To start, connect both your MyDocSafe and Swiss Newsletter accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Swiss Newsletter (or vice versa).

Can we customize how data from MyDocSafe is recorded in Swiss Newsletter?

Absolutely. You can customize how MyDocSafe data is recorded in Swiss Newsletter. This includes choosing which data fields go into which fields of Swiss Newsletter, setting up custom formats, and filtering out unwanted information.

How often does the data sync between MyDocSafe and Swiss Newsletter?

The data sync between MyDocSafe and Swiss Newsletter typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from MyDocSafe to Swiss Newsletter?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between MyDocSafe and Swiss Newsletter?

Yes, you can set conditional logic to control the flow of data between MyDocSafe and Swiss Newsletter. 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

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
Swiss Newsletter

About Swiss Newsletter

Swiss Newsletter by mailXpert helps small organizations to design and send professional newsletters. Its infrastructure is based in Switzerland.

Learn More