Connect secure-doc-manager and thinkstack to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for secure-doc-manager
Choose an Action
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- Request a new Action for thinkstack
Integrate secure-doc-manager with your favorite apps
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This process may take 15 to 30 days.
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Frequently Asked Questions
To start, connect both your secure-doc-manager and thinkstack accounts to viaSocket. Once connected, you can set up a workflow where an event in secure-doc-manager triggers actions in thinkstack (or vice versa).
Absolutely. You can customize how secure-doc-manager data is recorded in thinkstack. This includes choosing which data fields go into which fields of thinkstack, setting up custom formats, and filtering out unwanted information.
The data sync between secure-doc-manager and thinkstack 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 thinkstack. 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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