Integrations Plecto secure-doc-manager
Plecto + secure-doc-manager

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

Choose a Trigger

Plecto

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

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

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

Actions

Create a New Registration

Create a New Registration

Creates New Registration in Plecto.

Delete API Registration

Delete API Registration

Delete a API Registration.

Add Employee

Add Employee

Add a new employee to the plecto

Request a new Action for Plecto

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Frequently Asked Questions

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

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

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

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

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

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

Plecto

About Plecto

Integrate with Plecto to enhance your data visualization and performance tracking. Seamlessly connect your applications to Plecto's powerful dashboard and reporting tools to monitor key metrics and drive business success.

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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