IntegrationsWotnotsecure-doc-manager
Wotnot + secure-doc-manager

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

Choose a Trigger

Wotnot

When this happens...

Choose an Action

secure-doc-manager

Automatically do this!

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

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

Triggers

Bot Created

Bot Created

Triggers when a new bot is created.

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Actions

Search Bots

Search Bots

Search bots.

Create Bot

Create Bot

Creates a new bot.

Fetch Bot Flow

Fetch Bot Flow

Gets the complete flow configuration of a bot.

Create knowledge base with domain data source

Create knowledge base with domain data source

Creates a knowledge base with domain data source.

Request a new Action for Wotnot

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Wotnot 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 Wotnot and secure-doc-manager?

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

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

Wotnot

About Wotnot

It's easy to build bots, but hard to get the desired results. This is where WotNot steps in, providing a done-for-you service. We build a pipeline of qualified leads, automate your support, without increasing headcount with our no-code chatbot platform.

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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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