Connect Doclift PDF and Docusign to Build Intelligent Automations

Choose a Trigger

Doclift PDF

When this happens...

Choose an Action

Docusign

Automatically do this!

Enable Integrations or automations with these events of Doclift PDF and Docusign

Enable Integrations or automations with these events of Doclift PDF and Docusign

Actions

Create Document from Template

Create Document from Template

Create a document from a template using field values and an optional tag.

Create Workspace

Create Workspace

Create a new workspace.

Update Workspace

Update Workspace

Updates a Workspace name or desctcription.

Delete Workspace

Delete Workspace

Deletes a Workspace.

List/Search Workspace

List/Search Workspace

List all Workspace or search by name.

Create a Bulk Send List

Create a Bulk Send List

Creates a new bulk send list.

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Frequently Asked Questions

How do I start an integration between Doclift PDF and Docusign?

To start, connect both your Doclift PDF and Docusign accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Docusign (or vice versa).

Can we customize how data from Doclift PDF is recorded in Docusign?

Absolutely. You can customize how Doclift PDF data is recorded in Docusign. This includes choosing which data fields go into which fields of Docusign, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Doclift PDF and Docusign?

The data sync between Doclift PDF and Docusign typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Doclift PDF to Docusign?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Doclift PDF and Docusign?

Yes, you can set conditional logic to control the flow of data between Doclift PDF and Docusign. 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.

Doclift PDF

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.

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Docusign

About Docusign

DocuSign1 allows you to streamline your document signing process by integrating with DocuSign. Easily send, sign, and manage documents electronically, ensuring a secure and efficient workflow.

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