Connect secure-doc-manager and callrail to Build Intelligent Automations
Integrate secure-doc-manager with your favorite apps
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Frequently Asked Questions
To start, connect both your secure-doc-manager and callrail accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in callrail (or vice versa).
Absolutely. You can customize how secure-doc-manager data is recorded in callrail. This includes choosing which data fields go into which fields of callrail, setting up custom formats, and filtering out unwanted information.
The data sync between secure-doc-manager and callrail 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 callrail. 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.
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About callrail
CallRail is an analytics platform designed for those who rely on quality calls and inbound leads to measure success.
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