Enable Integrations or automations with these events of secure-doc-manager and Pingbell
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Notify PingBell whenever an event / conversion happens.
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To start, connect both your secure-doc-manager and Pingbell accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in Pingbell (or vice versa).
Absolutely. You can customize how secure-doc-manager data is recorded in Pingbell. This includes choosing which data fields go into which fields of Pingbell, setting up custom formats, and filtering out unwanted information.
The data sync between secure-doc-manager and Pingbell 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 Pingbell. 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.
Secure Doc Manager helps you collect documents the easy way from your clients. Used by bookkeepers, accountants, lawyers, loan brokers and more.
Learn MorePingBell notifies your entire team whenever a conversion happens on your website or app.
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