Connect interfaces and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for interfaces
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Integrate interfaces 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 interfaces and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in interfaces triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how interfaces 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 interfaces 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 interfaces 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 interfaces
Instantly build dynamic interfaces that connect to Zaps and a data source (like Tables). Interfaces gives you a drag-and-drop way to build visual workflows for any business process, without writing code.
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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