Connect Doclift PDF and Callingly to Build Intelligent Automations
Enable Integrations or automations with these events of Doclift PDF and Callingly
Enable Integrations or automations with these events of Doclift PDF and Callingly
Actions
Create Document from Template
Create a document from a template using field values and an optional tag.
Create Client
Create a new client in Callingly using the supplied contact details and return the created client's information.
Call Lead
Creates or updates a Lead, calls your Team and puts the first to accept through to the Lead's phone number.
Create Team
Create a team.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Callingly accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Callingly (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Callingly. This includes choosing which data fields go into which fields of Callingly, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Callingly 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 Callingly. 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 Callingly
Callingly is a powerful tool designed to help businesses connect with leads instantly by automating the process of making phone calls. It ensures that sales teams can respond to inquiries quickly, improving conversion rates and customer satisfaction.
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