Connect MyDocSafe and Wati
Integrate MyDocSafe with Wati to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Send WhatsApp Template Message via WATI when Document is Signed in Mydocsafe
Add Contact to Wati when Document is Signed in Mydocsafe
Send Session Message via Wati when Document is Signed in Mydocsafe
Update Contact Attributes in Wati when Document is Signed in Mydocsafe
Start Chat Bot in Wati when Document is Signed in Mydocsafe
Popular MyDocSafe + Wati 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
Wati
Automatically do this!
Send WhatsApp Template Message
Add Contact
Send Session Message
Update Contact Attributes
Start Chat Bot
Assign User
List All ChatBots
Send WhatsApp Template Message via WATI when Document is Signed in Mydocsafe
Use this flowAdd Contact to Wati when Document is Signed in Mydocsafe
Use this flowSend Session Message via Wati when Document is Signed in Mydocsafe
Use this flowUpdate Contact Attributes in Wati when Document is Signed in Mydocsafe
Use this flowStart Chat Bot in Wati when Document is Signed in Mydocsafe
Use this flowAssign User in Wati when Document is Signed in Mydocsafe
Use this flowList All ChatBots from Wati when Document is Signed in Mydocsafe
Use this flowSend WhatsApp Template Message via WATI when Form is submitted in Mydocsafe
Use this flowAdd Contact to Wati when Form is submitted in Mydocsafe
Use this flowSend Session Message via Wati when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between MyDocSafe and Wati .
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 Event Occurs
Runs when a specific event occurs in Wati.
When a chatbot is triggered
Runs the workflow automatically when a chatbot is triggered in Wati.
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 WhatsApp Template Message
Send a WhatsApp message using a Wati template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your MyDocSafe and Wati 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 Wati 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 Wati . No coding required.
Yes. You can set up a workflow where MyDocSafe triggers actions in Wati , and a separate workflow where Wati 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 Wati . Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire MyDocSafe and Wati integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
