MyDocSafe SMS Integration

Yes — Mobile Message integrates with MyDocSafe. Send and receive SMS from the tools you already use.

50 FREE SMS credits included when you sign up

MyDocSafe logo
Mobile Message

About the MyDocSafe integration

Document signing workflows often stall because a recipient doesn't notice the email. Signature requests get buried in inboxes, proposals languish unsigned, and the deal slows or dies. MyDocSafe handles the legal and compliance side of documents, but it doesn't guarantee anyone will actually open them.

A text message does what email cannot. When a proposal is sent to a customer, an SMS reminds them to check their email and sign. When a signature is rejected (maybe the pen input didn't register), you can immediately alert the signer and ask them to try again. When a proposal is won, you can celebrate with the customer or trigger the next step in your workflow. Mobile Message ensures every document milestone gets the attention it deserves, even when email goes unread.

For any business selling on contracts or quotes, this changes the game. Proposals no longer sit in an inbox for days while you wonder if they've even seen it. A quick SMS primes them to look, speeds up signatures, and catches rejections before they cause frustration. You're not being pushy, you're being helpful and professional. Each text reminds the customer that you're paying attention and that the deal matters.
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A Zapier account and subscription is required for this integration. Please view Zapier's pricing page for further information.

What you can automate

Connect MyDocSafe and Mobile Message through Zapier and these run on their own, with no code and no developer.

When Instant Proposal is sent MyDocSafe · Proposal Sent
Then Text customer reminder to review and sign Mobile Message · Send SMS
Use this Zap
When Instant Signature request is sent MyDocSafe · Sign Request Sent
Then Send SMS to signer prompting signature Mobile Message · Send SMS
Use this Zap
When Instant Proposal is won MyDocSafe · Proposal Won
Then Text customer congratulations or next steps Mobile Message · Send SMS
Use this Zap
When Instant Signature is rejected MyDocSafe · Sign Rejected
Then Alert signer to retry the signature Mobile Message · Send SMS
Use this Zap
1.6¢ per SMS on Your First Purchase

Your first purchase is just 1.6¢ per message at any volume, and credits never expire. Stock up early and enjoy lasting value.

100% Direct-to-Carrier Delivery

Every message goes directly to Australian mobile carriers, never through other SMS aggregators or offshore routes.

FREE Dedicated Number

Get a dedicated virtual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.

Everything MyDocSafe supports on Zapier

Any of these can start or complete an SMS automation with Mobile Message.

Triggers 8
  • Form Submission — Triggers when a from of that company is submitted.
  • Proposal Lost — Triggers when a proposal is lost.
  • Proposal Sent — Triggers when a proposal is sent.
  • Proposal Started — Triggers when a proposal is started.
  • Proposal Won — Triggers when a proposal is won.
  • Sign Completed — Triggers when a document sign is completed.
  • Sign Rejected — Triggers when a document signature is rejected.
  • Sign Request Sent — Triggers when a document sign request is sent.

Everything Your Integration Needs

Easy-to-Use Integration
Easy-to-Use Integration

Our SMS platform is simple to integrate with your existing application.

Custom Sender IDs
Custom Sender IDs

Personalise your messages with a branded sender name, improving trust and engagement with your audience.

Real-Time Delivery Receipts
Real-Time Delivery Receipts

Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.

Inbound SMS Handling
Inbound SMS Handling

Receive replies and incoming messages directly into your app for seamless two-way communication.

MyDocSafe + SMS: common questions

Can I send an SMS when I send a proposal?

Yes. MyDocSafe triggers an event when a proposal is sent, and Zapier can send an SMS immediately after. This primes the customer to look for your email and speeds up signatures.

What if a signature gets rejected or fails?

You can send an SMS alerting the signer that their signature didn't go through and asking them to try again. This reduces delays and keeps the signing process moving.

How do I set up MyDocSafe with Mobile Message?

Connect both through Zapier. Choose your MyDocSafe trigger (proposal sent, signature request, sign rejected), select your Mobile Message action (send SMS), and Zapier sends the message automatically when that event happens.

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