Connect fileinvite and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for fileinvite
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Integrate fileinvite with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your fileinvite and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in fileinvite triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how fileinvite 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 fileinvite 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 fileinvite 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 fileinvite
FileInvite helps you collect documentation. Request files from clients, and the work to chase and collect them is fully automated for you.
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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