Integrations Domo secure-doc-manager
Domo + secure-doc-manager

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

Choose a Trigger

Domo

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

Enable Integrations or automations with these events of Domo and secure-doc-manager

Enable Integrations or automations with these events of Domo and secure-doc-manager

Triggers

New Card

New Card

Triggers When new Card is Created .

New Task

New Task

Triggers when new Task is Created.

New Project

New Project

Triggers when new Project is Created.

Request a new Trigger for Domo

Actions

Create List

Create List

Create a new list inside a Domo project with a specified name, list type, and optional index.

Update List

Update List

Updates an Existing List.

Create Group

Create Group

Create a new Domo group with the specified name.

Create Project

Create Project

Creates a Project.

Update Project

Update Project

Updates an Existing Project.

Delete Project

Delete Project

Deletes a Project by its ID.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Domo 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 Domo and secure-doc-manager?

The data sync between Domo 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 Domo 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 Domo and secure-doc-manager?

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

Domo

About Domo

Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.

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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.

Learn More