Connect SendX and MyDocSafe
Integrate SendX with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New Contact Created in SendX
Create a Portal in Mydocsafe when New Contact Created in SendX
Create a Portal Group in Mydocsafe when New Contact Created in SendX
Create a Folder in Mydocsafe when New List Created in SendX
Create a Portal in Mydocsafe when New List Created in SendX
Popular SendX + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
SendX
When this happens...
New Contact Created
New List Created
New Tag Created
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when New Contact Created in SendX
Use this flowCreate a Portal in Mydocsafe when New Contact Created in SendX
Use this flowCreate a Portal Group in Mydocsafe when New Contact Created in SendX
Use this flowCreate a Folder in Mydocsafe when New List Created in SendX
Use this flowCreate a Portal in Mydocsafe when New List Created in SendX
Use this flowCreate a Portal Group in Mydocsafe when New List Created in SendX
Use this flowCreate a Folder in Mydocsafe when New Tag Created in SendX
Use this flowCreate a Portal in Mydocsafe when New Tag Created in SendX
Use this flowCreate a Portal Group in Mydocsafe when New Tag Created in SendX
Use this flowCreate Contact in SendX when Document is Signed in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between SendX and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Triggers when a new Contact is added to any list.
New List Created
Triggers when a new list Created.
New Tag Created
Trigger when a New Tag created.
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
Do thisActions
Action is the task that follows automatically within your SendX integrations.
Create Contact
Create or update SendX contact
Update Contact
Update a contact in SendX.
Delete Contact
Creates a contact in SendX.
Unsubscribe Contact
Unsubscribe a Contact in SendX.
Search Contact By Email
Search Contact By Email in Mailtrap.
Create List
Creates a list in SendX.
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 SendX
SendX is an intuitive and powerful email marketing platform designed to help businesses create, automate, and optimize their email campaigns. With features like drag-and-drop email editor, advanced segmentation, and A/B testing, SendX enables marketers to effectively engage with their audience and drive conversions.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your SendX and MyDocSafe 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 SendX and MyDocSafe 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 MyDocSafe. No coding required.
Yes. You can set up a workflow where SendX triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in SendX. 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 SendX and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SendX and MyDocSafe integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
