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Secure Doc Manager Integrations

CRM (Customer Relationship Management)

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Supported triggers and actions

New Lead
Triggers when a new lead is created.
Trigger
Instant
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- Document TypeRequired
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
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New Task
Triggers when a new task is created.
Trigger
Instant
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New Client
Triggers when a new client is created.
Trigger
Instant
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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.

Related categories

CRM (Customer Relationship Management)

Popular Secure Doc Manager Integrations

Popular Secure Doc Manager Integrations

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