Connect SerwerSMS and MyDocSafe
Integrate SerwerSMS with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New Message Received in SerwerSMS
Create a Portal in Mydocsafe when New Message Received in SerwerSMS
Create a Portal Group in Mydocsafe when New Message Received in SerwerSMS
Create a Folder in Mydocsafe when New Message Sent via SerwerSMS
Create a Portal in Mydocsafe when New Message Sent via SerwerSMS
Popular SerwerSMS + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
SerwerSMS
When this happens...
New Message Received
New Message Sent
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when New Message Received in SerwerSMS
Use this flowCreate a Portal in Mydocsafe when New Message Received in SerwerSMS
Use this flowCreate a Portal Group in Mydocsafe when New Message Received in SerwerSMS
Use this flowCreate a Folder in Mydocsafe when New Message Sent via SerwerSMS
Use this flowCreate a Portal in Mydocsafe when New Message Sent via SerwerSMS
Use this flowCreate a Portal Group in Mydocsafe when New Message Sent via SerwerSMS
Use this flowAdd Phone Number to Blacklist in SerwerSMS when Document is Signed in Mydocsafe
Use this flowAdd Contact to SerwerSMS when Document is Signed in Mydocsafe
Use this flowSend SMS via SerwerSMS when Document is Signed in Mydocsafe
Use this flowAdd Phone Number to Blacklist in SerwerSMS when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between SerwerSMS and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Received
Triggers when a new message is received.
New Message Sent
Triggers when a new message is sent.
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 SerwerSMS integrations.
Add Phone Number to Blacklist
Add a phone number to the blacklist to prevent it from receiving SMS.
Add Contact
Add a new contact.
Send SMS
Send message SMS.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in a Portal Group
Create a Portal Group
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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About SerwerSMS
SerwerSMS is a comprehensive platform for managing SMS communication, offering tools for sending bulk messages, notifications, and marketing campaigns. It is designed to enhance customer engagement and streamline communication processes.
Learn moreAbout 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 SerwerSMS 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 SerwerSMS 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 SerwerSMS triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in SerwerSMS. 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 SerwerSMS and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire SerwerSMS 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.
