Connect Front and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Front
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of Front and secure-doc-manager
Enable Integrations or automations with these events of Front and secure-doc-manager
Actions
Create Contact
Creates a new contact.
Create Account
Creates a new Account.
Add Contact Handle
Add a handle (email, phone, etc) to a Contact.
Add Comment
Add a comment to a conversation.
Remove Conversation Links
Remove Links from a conversation.
Import Message
Imports a new message into Front.
Know More About Front and Secure Doc Manager Integrations
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Frequently Asked Questions
To start, connect both your Front and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Front triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Front 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 Front 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 Front 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 Front
Front is a collaborative email platform designed to streamline communication and enhance team productivity by allowing users to manage shared inboxes, automate workflows, and integrate with various business tools.
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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