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How Zapier works

Zapier makes it easy to integrate Secure Doc Manager with Flotiq - no code necessary. See how you can get setup in minutes.

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

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App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Lead" from Secure Doc Manager.

Add your action

An action happens after the trigger—such as "Create New Content Object" in Flotiq.

You’re connected!

Zapier seamlessly connects Secure Doc Manager and Flotiq, automating your workflow.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Secure Doc Manager to Flotiq integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Secure Doc Manager and Flotiq to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
- Document Type
  Required
Trigger
Instant
Try It
Update Client
Triggers when a client is updated.
Trigger
Instant
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- Content Type Definition Name
Trigger
Instant
Try It
- Content Type Definition Name
Trigger
Polling
Try It

- Content Type Definition Name
Action
Write

New Task
Triggers when a new task is created.
Trigger
Instant
Try It
New Client
Triggers when a new client is created.
Trigger
Instant
Try It
- Content Type Definition Name
Trigger
Instant
Try It
- Content Type Definition Name
Trigger
Polling
Try It
- Content Type Definition Name
Trigger
Instant
Try It

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)

About Flotiq

Flotiq is an API-first CMS that takes care of hosting, securing and scaling to guarantee your content is always on.

Related categories

Developer Tools

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