Integrationssecure-doc-managervariance
secure-doc-manager + variance

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

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secure-doc-manager

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variance

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Frequently Asked Questions

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

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

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

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

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

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

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 variance?

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

About variance

Variance hooks into your customer data and makes it easy to access growth signals across product, marketing, and sales.

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