Connect Lancepilot and secure-doc-manager to Build Intelligent Automations
Enable Integrations or automations with these events of Lancepilot and secure-doc-manager
Enable Integrations or automations with these events of Lancepilot and secure-doc-manager
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Frequently Asked Questions
To start, connect both your Lancepilot and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Lancepilot triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Lancepilot 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 Lancepilot 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 Lancepilot 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 Lancepilot
Lancepilot is a comprehensive platform designed to streamline project management and enhance productivity for freelancers and small teams. It offers tools for task management, time tracking, and collaboration, making it easier to manage projects efficiently and meet deadlines.
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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.
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