IntegrationsStreamtimesecure-doc-manager
Streamtime + secure-doc-manager

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

Choose a Trigger

Streamtime

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

Enable Integrations or automations with these events of Streamtime and secure-doc-manager

Enable Integrations or automations with these events of Streamtime and secure-doc-manager

Actions

Create Personal ToDo

Create Personal ToDo

Creates a new Personal To-Do record in the system.

Create Job Comment

Create Job Comment

Adds a comment to a job.

Create Job

Create Job

Creates a new Job in the system.

Create Label

Create Label

Add a label to a Job,Quote,Invoice,Logged Expense,Company,Contact and User.

Request a new Action for Streamtime

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Streamtime 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.

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

The data sync between Streamtime and secure-doc-manager 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 Streamtime to secure-doc-manager?

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 Streamtime and secure-doc-manager?

Yes, you can set conditional logic to control the flow of data between Streamtime 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.

Streamtime

About Streamtime

Streamtime is a project management and time tracking tool designed for creative teams. It helps streamline workflows, manage tasks, and track time efficiently, making it ideal for agencies and creative professionals.

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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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