Integrations Leexi secure-doc-manager
Leexi + secure-doc-manager

Connect Leexi and secure-doc-manager to Build Intelligent Automations

Choose a Trigger

Leexi

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Leexi and secure-doc-manager?

To start, connect both your Leexi and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Leexi triggers actions in secure-doc-manager (or vice versa).

Can we customize how data from Leexi is recorded in secure-doc-manager?

Absolutely. You can customize how Leexi 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.

How often does the data sync between Leexi and secure-doc-manager?

The data sync between Leexi and secure-doc-manager typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Leexi to secure-doc-manager?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Leexi and secure-doc-manager?

Yes, you can set conditional logic to control the flow of data between Leexi 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.

Leexi

About Leexi

Leexi is an advanced AI-powered platform designed to enhance productivity and streamline workflows through intelligent automation and data analysis. It leverages cutting-edge artificial intelligence to provide insights and automate tasks, making it an essential tool for businesses looking to optimize their operations.

Learn More
secure-doc-manager

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.

Learn More