Connect Smartsheet and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Row
Updated Row
New Attachment
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of Smartsheet and secure-doc-manager
Enable Integrations or automations with these events of Smartsheet and secure-doc-manager
Triggers
New Row
Triggers when a new row is added to a sheet.
Updated Row
Triggers when a row is updated in a sheet.
New Attachment
Triggers when a new attachment is added to a row.
Actions
Add Attachment to Row
Attaches a file to an existing row.
Copy Row
Copies a row from one sheet to another.
Move Row
Moves a row from one sheet to another.
Add Discussion to Row
Adds discussion to a row.
Create Workspace
Creates a Workspace.
Send Row
Sends a row via email.
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Frequently Asked Questions
To start, connect both your Smartsheet and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Smartsheet triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Smartsheet data is recorded in secure-doc-manager. This includes choosing which data fields go into which fields of secure-doc-manager, setting up custom formats, and filtering out unwanted information.
The data sync between Smartsheet and secure-doc-manager 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 Smartsheet and secure-doc-manager. 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 Smartsheet
Smartsheet is a powerful work management and automation platform that enables teams to plan, track, automate, and report on work. It provides a flexible and intuitive interface for managing projects, tasks, and workflows, making it easier for teams to collaborate and achieve their goals.
Learn MoreAbout 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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