Connect MyDocSafe and Thanks.io
Integrate MyDocSafe with Thanks.io to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Delete Recipient in Thanksio when Document is Signed in Mydocsafe
Add Recipient to Thanks.io when Document is Signed in Mydocsafe
Create Sub Account in Thanks.io when Document is Signed in Mydocsafe
Delete Recipient in Thanksio when Form is submitted in Mydocsafe
Add Recipient to Thanks.io when Form is submitted in Mydocsafe
Popular MyDocSafe + Thanks.io 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
Thanks.io
Automatically do this!
Delete Recipient
Add Recipient
Create Sub Account
Delete Recipient in Thanksio when Document is Signed in Mydocsafe
Use this flowAdd Recipient to Thanks.io when Document is Signed in Mydocsafe
Use this flowCreate Sub Account in Thanks.io when Document is Signed in Mydocsafe
Use this flowDelete Recipient in Thanksio when Form is submitted in Mydocsafe
Use this flowAdd Recipient to Thanks.io when Form is submitted in Mydocsafe
Use this flowCreate Sub Account in Thanks.io when Form is submitted in Mydocsafe
Use this flowDelete Recipient in Thanksio when Esign is Rejected in Mydocsafe
Use this flowAdd Recipient to Thanks.io when Esign is Rejected in Mydocsafe
Use this flowCreate Sub Account in Thanks.io when Esign is Rejected in Mydocsafe
Use this flowDelete Recipient in Thanksio when Sign Request Sent via MyDocSafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Thanks.io.
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
Delete Recipient
Deletes a Recipient from Mailing List.
Add Recipient
Adds a recipient to your account and to an optional list. Only US or Canadian addresses are accepted. If no/invalid address is specified and a valid email address is, we'll attempt to look up a valid street address using the email address for a fee.
Create Sub Account
Create Sub Account in thanks.io.
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 Thanks.io
Thanks.io is a way to automatically send ‘handwritten’ postcards, letters, notecards, and giftcards at scale for as low as $.59 per card.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Thanks.io 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 Thanks.io 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 Thanks.io. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Thanks.io, and a separate workflow where Thanks.io 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 Thanks.io. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Thanks.io integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
