Connect secure-doc-manager and Radius CRM to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for secure-doc-manager
Choose an Action
Automatically do this!
- Request a new Action for Radius CRM
Integrate secure-doc-manager with your favorite apps
The app you are looking for is in beta, and we are awaiting verification from the app builders
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 Radius CRM accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in Radius CRM (or vice versa).
Absolutely. You can customize how secure-doc-manager data is recorded in Radius CRM. This includes choosing which data fields go into which fields of Radius CRM, setting up custom formats, and filtering out unwanted information.
The data sync between secure-doc-manager and Radius CRM 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 Radius CRM. 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 Radius CRM
Lead Management & CRM Software for Insurance Agents to Market to Leads, Speak to Clients, and Track Commissions, all with automation.
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