Connect touchSMS and MyDocSafe
Integrate touchSMS with MyDocSafe to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create a Folder in Mydocsafe when New SMS Received on TouchSMS
Create a Portal in Mydocsafe when New SMS Received on TouchSMS
Create a Portal Group in Mydocsafe when New SMS Received on TouchSMS
Create Contact in TouchSMS when Document is Signed in Mydocsafe
Send SMS via TouchSMS when Document is Signed in Mydocsafe
Popular touchSMS + MyDocSafe flows
Start from a real workflow other teams are already running.
Choose a trigger
touchSMS
When this happens...
New SMS Received
Choose an action
MyDocSafe
Automatically do this!
Create a Folder
Create a Portal
Create a Portal Group
Create a Folder in Mydocsafe when New SMS Received on TouchSMS
Use this flowCreate a Portal in Mydocsafe when New SMS Received on TouchSMS
Use this flowCreate a Portal Group in Mydocsafe when New SMS Received on TouchSMS
Use this flowCreate Contact in TouchSMS when Document is Signed in Mydocsafe
Use this flowSend SMS via TouchSMS when Document is Signed in Mydocsafe
Use this flowSend Verification SMS via TouchSMS when Document is Signed in Mydocsafe
Use this flowAdd Opt-Out Number to TouchSMS when Document is Signed in Mydocsafe
Use this flowCreate Contact in TouchSMS when Form is submitted in Mydocsafe
Use this flowSend SMS via TouchSMS when Form is submitted in Mydocsafe
Use this flowSend Verification SMS via TouchSMS when Form is submitted in Mydocsafe
Use this flowSupported Triggers & Actions
Everything you can automate between touchSMS and MyDocSafe.
When this happensTriggers
A trigger is an event that starts a workflow.
New SMS Received
Triggers when your touchSMS account receives a new SMS and provides the message details (sender, text, time).
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 touchSMS integrations.
Create Contact
Add a new contact in touchSMS using a mobile number and optional details (first name, surname, email, group). Can update the contact if the number already exists.
Send SMS
Send a text message to the specified phone number using your approved sender ID.
Send Verification SMS
Send an SMS verification code to a recipient using the touchSMS verification template.
Add Opt-Out Number
Adds a mobile number to the touchSMS opt-out list to stop SMS delivery.
Create a Folder
Create Folder in a specific parent folder
Create a Portal
Create a Portal in 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 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.
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Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your touchSMS 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 touchSMS 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 touchSMS triggers actions in MyDocSafe, and a separate workflow where MyDocSafe triggers actions in touchSMS. 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 touchSMS and MyDocSafe. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire touchSMS 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.
