Connect secure-doc-manager and inbound now to Build Intelligent Automations
Integrate secure-doc-manager with your favorite apps
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before making it accessible to end users.
This process may take 15 to 30 days.
If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
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Frequently Asked Questions
To start, connect both your secure-doc-manager and inbound now accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in inbound now (or vice versa).
Absolutely. You can customize how secure-doc-manager data is recorded in inbound now. This includes choosing which data fields go into which fields of inbound now, setting up custom formats, and filtering out unwanted information.
The data sync between secure-doc-manager and inbound now 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 inbound now. 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 inbound now
Inbound now builds Marketing Plugins for WordPress and does Custom WordPress Development with a heavy emphasis on marketing & conversion rate optimization.
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