Secure Doc Manager and Salesflare
How to connect Secure Doc Manager
- Via Zapier — 5 operations available. Set it up ↗
What you can automate
- When new Lead in Secure Doc Manager, find or create contact in Salesflare.
- When new Task in Secure Doc Manager, create task in Salesflare.
- When new Client in Secure Doc Manager, find or create account, then find or create contact, then add contact to account in Salesflare.
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.
Secure Doc Manager operations on Zapier
Triggers (5)
Start a workflow when this happens
- New Client — Triggers when a new client is created.
- New Document Request — Triggers when a new document request is created.
- New Lead — Triggers when a new lead is created.
- New Task — Triggers when a new task is created.
- Update Client — Triggers when a client is updated.
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