Connect Keap Max Classic and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Keap Max Classic
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of Keap Max Classic and secure-doc-manager
Enable Integrations or automations with these events of Keap Max Classic and secure-doc-manager
Actions
Add or Update Contact
Create or update a contact
List Contacts
Retrieve contacts by filters
Create Company
Create a company record
Add Note to Contact
Add a note to a contact
List Companies
Retrieve companies
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Frequently Asked Questions
To start, connect both your Keap Max Classic and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Keap Max Classic triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Keap Max Classic 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 Keap Max Classic 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 Keap Max Classic 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 Keap Max Classic
Keap Max Classic is all-in-one marketing and sales automation software for small businesses. It effortlessly combines CRM, email marketing and e-commerce.
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.
Learn More
