Connect ZarMoney and secure-doc-manager to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for ZarMoney
Choose an Action
Automatically do this!
- Request a new Action for secure-doc-manager
Enable Integrations or automations with these events of ZarMoney and secure-doc-manager
Enable Integrations or automations with these events of ZarMoney and secure-doc-manager
Actions
Create a class
create a class.
Update a Class
Update a Class
Create a taxTypes
Create a taxTypes.
Add a customer
Create a customer.
Update a customer
Update a customer.
Create a Vendor
Create a Vendor.
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Frequently Asked Questions
To start, connect both your ZarMoney and secure-doc-manager accounts to viaSocket. Once connected, you can set up a workflow where an event in ZarMoney triggers actions in secure-doc-manager (or vice versa).
Absolutely. You can customize how ZarMoney 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 ZarMoney 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 ZarMoney 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 ZarMoney
ZarMoney is a comprehensive accounting software solution designed to streamline financial management for businesses of all sizes. It offers features such as invoicing, billing, expense tracking, and financial reporting, making it an ideal tool for managing your company's finances efficiently.
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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