Connect Discourse and secure-doc-manager to Build Intelligent Automations
Enable Integrations or automations with these events of Discourse and secure-doc-manager
Enable Integrations or automations with these events of Discourse and secure-doc-manager
Triggers
Fetch New Posts
Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).
Actions
Create Post
Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.
Create Discourse User
Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.
Create Tag Group
Creates a new tag group in Discourse.
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Frequently Asked Questions
To start, connect both your Discourse and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Discourse triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Discourse 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 Discourse 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 Discourse 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 Discourse
Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.
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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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