Integrations Onfleet secure-doc-manager
Onfleet + secure-doc-manager

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

Choose a Trigger

Onfleet

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

Enable Integrations or automations with these events of Onfleet and secure-doc-manager

Enable Integrations or automations with these events of Onfleet and secure-doc-manager

Triggers

Task Created

Task Created

Triggers when an Onfleet task is created.

Request a new Trigger for Onfleet

Actions

Create Task

Create Task

Creates a pickup or dropoff task.

List  Administrators

List Administrators

Get all the administrators

Delete Task

Delete Task

Delete a active task

Clone Task

Clone Task

Clones a existing task

List  Workers

List Workers

Returns a collection of all workers in your organization.

Get Workers by Location

Get Workers by Location

You may provide a coordinate pair along with a radius to get a list of workers who are currently within a certain target area.

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Onfleet 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 Onfleet and secure-doc-manager?

The data sync between Onfleet 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 Onfleet 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 Onfleet and secure-doc-manager?

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

Onfleet

About Onfleet

Onfleet transforms cumbersome last-mile logistics into delightful delivery management. Intuitive smartphone apps, powerful web dashboard and automatic customer notifications handle the heavy lifting so you can focus on your customer.

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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