Connect pima and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for pima
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Integrate pima 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.
Explore more automations built by businesses and experts
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- text is aiReplytoCommentSend a Private ReplyAdd Step
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- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
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Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
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Frequently Asked Questions
To start, connect both your pima and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in pima triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how pima 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 pima 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 pima 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 pima
Pima helps businesses ingest incoming requests for security documents, sign NDAs with prospects, and share watermarked reports on demand.
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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