Connect MyDocSafe and Vonage 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!
Send SMS
Verify a User
Get Phone Number Detail
Ready to use MyDocSafe and Vonage 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.
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
Sends an SMS message to a specified phone number using Vonage.
Verify a User
Verify allows you to send a PIN to a user's phone and validate that they have received it.
Get Phone Number Detail
Get details of any phone number.
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Frequently Asked Questions
To start, connect both your MyDocSafe and Vonage accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Vonage (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Vonage. This includes choosing which data fields go into which fields of Vonage, setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Vonage 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 Vonage. 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 Vonage
Vonage is a cloud communications platform that provides a range of services including voice, messaging, video, and data capabilities for businesses. It enables seamless communication and collaboration through its robust APIs and solutions tailored for various industries.
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