IntegrationsRelodifysecure-doc-manager
Relodify + secure-doc-manager

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

Choose a Trigger

Relodify

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

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

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

Actions

Create Contact

Create Contact

Adds a new contact to the user's list.

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Frequently Asked Questions

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

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

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

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

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

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

Relodify

About Relodify

Relodify is a comprehensive relocation management platform designed to streamline the process of moving. Whether you're relocating for work, personal reasons, or managing corporate relocations, Relodify offers tools and services to make the transition smooth and efficient.

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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.

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