Integrations secure-doc-manager Taskworld
secure-doc-manager + Taskworld

Connect secure-doc-manager and Taskworld to Build Intelligent Automations

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secure-doc-manager

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Taskworld

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Frequently Asked Questions

How do I start an integration between secure-doc-manager and Taskworld?

To start, connect both your secure-doc-manager and Taskworld accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in Taskworld (or vice versa).

Can we customize how data from secure-doc-manager is recorded in Taskworld?

Absolutely. You can customize how secure-doc-manager data is recorded in Taskworld. This includes choosing which data fields go into which fields of Taskworld, setting up custom formats, and filtering out unwanted information.

How often does the data sync between secure-doc-manager and Taskworld?

The data sync between secure-doc-manager and Taskworld typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from secure-doc-manager to Taskworld?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between secure-doc-manager and Taskworld?

Yes, you can set conditional logic to control the flow of data between secure-doc-manager and Taskworld. 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

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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Taskworld

About Taskworld

Receive your Taskworld notifications in any app and collaborate more effectively!

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