Connect Callbell and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
Contact Created
Contact Updated
Team Membership Updated
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of Callbell and secure-doc-manager
Enable Integrations or automations with these events of Callbell and secure-doc-manager
Triggers
Contact Created
Triggers when a new contact is created in Callbell
Contact Updated
Triggers when a contact is updated
Team Membership Updated
Triggered when a team member is added or removed from a team.
Actions
Create New Contact
Creates a new Contact
Update Contact
Updates one or more fields in an existing contact.
List Contact
Get all contacts in Callbell.
List Team
Get all team in Callbell.
Update Bot Status
Updates the bot status assigned to the conversation. It can be either bot_start or bot_end.
List Channels
Get all channels in Callbell.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
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Frequently Asked Questions
To start, connect both your Callbell and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Callbell triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Callbell 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 Callbell 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 Callbell 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 Callbell
Callbell is a centralized inbox which allows teams to collaborate and reply to customers using WhatsApp, Instagram, Facebook Messenger and Telegram.
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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