Integrationsreplycxsecure-doc-manager
replycx + secure-doc-manager

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

Choose a Trigger

replycx

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 replycx and secure-doc-manager?

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

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

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

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

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

replycx

About replycx

It's easy to build bots, but hard to get the desired results. This is where ReplyCX steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.

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