Connect MyDocSafe and TxtSync
Integrate MyDocSafe with TxtSync to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send SMS via TxtSync when Document is Signed in Mydocsafe
Create a Contact in TxtSync when Document is Signed in Mydocsafe
Update a Contact in TxtSync when Document is Signed in Mydocsafe
List Contacts from TxtSync when Document is Signed in Mydocsafe
Send SMS via TxtSync when Form is submitted in Mydocsafe
Popular MyDocSafe + TxtSync 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
TxtSync
Automatically do this!
Send SMS
Create a Contact
Update a Contact
List Contacts
Send SMS via TxtSync when Document is Signed in Mydocsafe
Use this flowCreate a Contact in TxtSync when Document is Signed in Mydocsafe
Use this flowUpdate a Contact in TxtSync when Document is Signed in Mydocsafe
Use this flowList Contacts from TxtSync when Document is Signed in Mydocsafe
Use this flowSend SMS via TxtSync when Form is submitted in Mydocsafe
Use this flowCreate a Contact in TxtSync when Form is submitted in Mydocsafe
Use this flowUpdate a Contact in TxtSync when Form is submitted in Mydocsafe
Use this flowList Contacts from TxtSync when Form is submitted in Mydocsafe
Use this flowSend SMS via TxtSync when Esign is Rejected in Mydocsafe
Use this flowCreate a Contact in TxtSync when Esign is Rejected in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and TxtSync.
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 Contact Created
runs when a New Contact is Created.
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
Send a single SMS text message to a phone number or contact
Create a Contact
Adds a new contact to your TxtSync contact list.
Update a Contact
Update an existing contact's details.
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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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 TxtSync
TxtSync is a powerful SMS communication platform designed to enhance business communication through efficient and reliable text messaging services. It offers seamless integration with various applications, enabling businesses to automate and streamline their SMS marketing and customer engagement strategies.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and TxtSync 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 TxtSync 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 TxtSync. No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in TxtSync, and a separate workflow where TxtSync 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 TxtSync. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and TxtSync integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
