Connect secure-doc-manager and Beamer to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for secure-doc-manager
Choose an Action
Automatically do this!
Create Post
Create Comment on Post
React to Post
Enable Integrations or automations with these events of secure-doc-manager and Beamer
Enable Integrations or automations with these events of secure-doc-manager and Beamer
Actions
Create Post
Create a new Post
Create Comment on Post
This action creates a new comment on a post.
React to Post
This action creates a new reaction on a post.
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Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd 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 secure-doc-manager and Beamer accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in Beamer (or vice versa).
Absolutely. You can customize how secure-doc-manager data is recorded in Beamer. This includes choosing which data fields go into which fields of Beamer, setting up custom formats, and filtering out unwanted information.
The data sync between secure-doc-manager and Beamer 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 secure-doc-manager and Beamer. 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 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 MoreAbout Beamer
Beamer is an easy to use newsfeed and changelog for your website or app. Use it to announce news and features, and improve user engagement.
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