Integrations secure-doc-manager txtsquad
secure-doc-manager + txtsquad

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

Choose a Trigger

secure-doc-manager

When this happens...

Choose an Action

txtsquad

Automatically do this!

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.

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

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

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

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

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

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

The data sync between secure-doc-manager and txtsquad 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 txtsquad?

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 txtsquad?

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

Learn More
txtsquad

About txtsquad

TxtSquad helps organizations with personalized, real time communications. Adding texting to your engagement toolbox.

Learn More