Connect MyDocSafe and Text-Em-All 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!
Add New Contact
Create Contact Group
Delete Group
Remove Contact From Group
Send Text Broadcast
Send Text Message
List Contacts
Ready to use MyDocSafe and Text-Em-All 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.
New Outbound Text Sent
runs when new outbound text is sent
New Text Received
runs when New Text Received
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
Add New Contact
Adds a contact and assigns them to selected groups.
Create Contact Group
Create a new contact group
Delete Group
Delete a group from Text-Em-All.
Know More About Mydocsafe and Text Em All Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and Text-Em-All accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Text-Em-All (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Text-Em-All. This includes choosing which data fields go into which fields of Text-Em-All, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Text-Em-All 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 Text-Em-All. 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 Text-Em-All
Text-Em-All is a powerful communication platform designed to streamline mass messaging through text and voice. Ideal for businesses and organizations looking to efficiently reach large groups, it offers features for automated notifications, reminders, and alerts.
Learn More
