Connect MyDocSafe and Wati 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 Template Based WhatsApp Message
Add Contact
Send Session Message
Update Contact Attributes
Start Chat Bot
Assign User
Ready to use MyDocSafe and Wati 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 Event Occurs
Runs when a specific event occurs 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 Template Based WhatsApp Message
Send a predefined WhatsApp message template.
Add Contact
Create a new Contact in Wati.
Send Session Message
Send a WhatsApp Message to an open session.
Know More About Mydocsafe and Wati Integrations
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Frequently Asked Questions
To start, connect both your MyDocSafe and Wati accounts to viaSocket. Once connected, you can set up a workflow where an event in MyDocSafe triggers actions in Wati (or vice versa).
Absolutely. You can customize how MyDocSafe data is recorded in Wati . This includes choosing which data fields go into which fields of Wati , setting up custom formats, and filtering out unwanted information.
The data sync between MyDocSafe and Wati 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 Wati . 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
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