Integrate TopMessage with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when Message Is Read in TopMessage
Create a Portal in Mydocsafe when Message Is Read in TopMessage
Create a Portal Group in Mydocsafe when Message Is Read in TopMessage
Send Message via TopMessage when Document is Signed in Mydocsafe
List Messages from TopMessage when Document is Signed in Mydocsafe
Start from a real workflow other teams are already running.
TopMessage
When this happens...
Message Is Read
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when Message Is Read in TopMessage
Use this flowCreate a Portal in Mydocsafe when Message Is Read in TopMessage
Use this flowCreate a Portal Group in Mydocsafe when Message Is Read in TopMessage
Use this flowSend Message via TopMessage when Document is Signed in Mydocsafe
Use this flowList Messages from TopMessage when Document is Signed in Mydocsafe
Use this flowGet Message by ID from TopMessage when Document is Signed in Mydocsafe
Use this flowSend Message via TopMessage when Form is submitted in Mydocsafe
Use this flowList Messages from TopMessage when Form is submitted in Mydocsafe
Use this flowGet Message by ID from TopMessage when Form is submitted in Mydocsafe
Use this flowSend Message via TopMessage when Esign is Rejected in Mydocsafe
Use this flowEverything you can automate between TopMessage and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when message is read
Triggers when a document is signed by all required parties.
Triggers when a form is submitted
Triggers when a esign is rejected
Triggers when a document sign request is sent.
Action is the task that follows automatically within your TopMessage integrations.
Send a richly formatted message
List SMS and WhatsApp messages
Get message status and content
Create Folder in a specific parent folder
Create a Portal in a Portal Group

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

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TopMessage is a business messaging platform that enables companies to send SMS and WhatsApp messages through a single dashboard. It helps businesses manage marketing campaigns, customer communication, OTP verification, and automated messaging with easy-to-use APIs and tools. [1]: https://topmessage.com/?utm_source=chatgpt.com "TopMessage | Secure & Efficient Business Messaging Solutions"
Learn moreMyDocSafe 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 moreSign up for a free viaSocket account, then authorize both your TopMessage 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 TopMessage 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 TopMessage triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in TopMessage. 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 TopMessage and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire TopMessage 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.