Integrationschiselsecure-doc-manager
chisel + secure-doc-manager

Connect chisel and secure-doc-manager to Build Intelligent Automations

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secure-doc-manager

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Frequently Asked Questions

How do I start an integration between chisel and secure-doc-manager?

To start, connect both your chisel and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in chisel triggers actions in secure-doc-manager (or vice versa).

Can we customize how data from chisel is recorded in secure-doc-manager?

Absolutely. You can customize how chisel 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.

How often does the data sync between chisel and secure-doc-manager?

The data sync between chisel and secure-doc-manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from chisel to secure-doc-manager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between chisel and secure-doc-manager?

Yes, you can set conditional logic to control the flow of data between chisel 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.

chisel

About chisel

Chisel is a product management tool for roadmaps, team alignment and user research.

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secure-doc-manager

About 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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