Connect Doclift PDF and Airtable to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Records Created or Updated
Trigger when new record is created or updated in your table.
New Records Created
Retrieve records created in a specified Airtable base and table within the last N minutes (default 15), optionally limited to a view.
Do thisActions
Action is the task that follows automatically within your Doclift PDF integrations.
Create Document from Template
Create a document from a template using field values and an optional tag.
List All records
Retrieve all records from the selected Airtable base and table.
Delete Record
Remove a specific record from the selected Airtable base and table.
Update Record
Modify fields of a specific record in a selected Airtable base and table.
List a record by Record ID
list a record by Record ID
Find or Create Record
Search a table for records by field value or formula; if none found and Create Record is enabled, add a new record with the provided fields.
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Step by step guides to integrate Doclift PDF and Airtable
Frequently Asked Questions
To start, connect both your Doclift PDF and Airtable accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Airtable (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Airtable. This includes choosing which data fields go into which fields of Airtable, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Airtable 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 Doclift PDF and Airtable. 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 Doclift PDF
DocLift is a powerful platform designed to streamline document management and collaboration. It offers tools for creating, editing, and sharing documents seamlessly, making it ideal for teams and businesses looking to enhance productivity and efficiency.
Learn MoreAbout Airtable
Airtable is a cloud-based platform for creating and sharing relational databases. The user-friendly interface allows anyone to spin up a database in minutes.
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