Connect Webtiger and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead
New Contract
New Customer
New Estimate
New Invoice
New Proposal
New Task
New Ticket
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of Webtiger and secure-doc-manager
Enable Integrations or automations with these events of Webtiger and secure-doc-manager
Triggers
New Lead
Triggers when a new lead is created
New Contract
Triggers when a new contact is created
New Customer
Triggers when a new customer is added
New Estimate
Triggers when a new estimate is created
New Invoice
Triggers when a new invoice is cretaed
New Proposal
Triggers when a new proposal is created
Actions
Add Lead
Creates a new lead
Add Contract
Creates a new contract
Add Customer
Creates a new customer in the system
Add Estimate
Creates a new estimate in the system
Add Project
Triggers when a new project is created
Add Proposal
Creates a new proposal in the system
Know More About Webtiger and Secure Doc Manager Integrations
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Frequently Asked Questions
To start, connect both your Webtiger and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in Webtiger triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how Webtiger 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 Webtiger 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 Webtiger 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 Webtiger
Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.
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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