
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Brosix and secure-doc-manager
Send a Message to a Brosix account

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Brosix and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Brosix triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Brosix 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 Brosix 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 Brosix 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.
Brosix is a secure instant messenger for your team, offering unlimited file transfer, screen-sharing, audio and video calls, and many more collaboration features to improve your team performance.
Learn MoreSecure 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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