Connect Secure Doc Manager and LinkedIn to unlock the power of automation

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Choose an Action

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Zapier makes it easy to integrate Secure Doc Manager with LinkedIn - 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

Test

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 Company Update" in LinkedIn.

You’re connected!

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

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
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- Document Type
  Required
Trigger
Instant
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Update Client
Triggers when a client is updated.
Trigger
Instant
Try It
- Update Content
  Required
- Visible To
  Required
- Content - Title
- Content - Description
- Content - Image URL
- Content - URL
Action
Write

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
Try It
- LinkedIn Company Page
  Required
- Update Content
  Required
- Allow Mentions in content?
- Preview - URL
- Preview - Thumbnail Image
- Preview - Title
- Preview - Description
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

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

Connect Secure Doc Manager and LinkedIn 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.

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.

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.

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.

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.

Learn how to automate LinkedIn on the Zapier blog

Make work flow with AI

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

Learn about AI automation

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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Related categories

CRM (Customer Relationship Management)

About LinkedIn

LinkedIn is the world's largest social network for professionals. Manage your professional identity. Build and engage with your professional network. Access knowledge, insights and opportunities.

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