Connect Basalt and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Basalt
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of Basalt and secure-doc-manager
Enable Integrations or automations with these events of Basalt and secure-doc-manager
Actions
Create Trace
Create a new trace to track the execution of a feature.
Know More About Basalt and Secure Doc Manager Integrations
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Frequently Asked Questions
To start, connect both your Basalt and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Basalt triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Basalt data is recorded in secure-doc-manager. This includes choosing which data fields go into which fields of secure-doc-manager, setting up custom formats, and filtering out unwanted information.
The data sync between Basalt and secure-doc-manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Basalt and secure-doc-manager. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Basalt
Basalt is an advanced AI-driven platform designed to enhance productivity and streamline workflows. It leverages artificial intelligence to automate tasks, analyze data, and provide actionable insights, making it an essential tool for businesses looking to optimize their operations.
Learn MoreAbout secure-doc-manager
Secure Doc Manager helps you collect documents the easy way from your clients. Used by bookkeepers, accountants, lawyers, loan brokers and more.
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