
When this happens...

Automatically do this!
Create Card
Add Card Comment
When this happensTriggers
A trigger is an event that starts a workflow.
Retrieves task cards created in the selected board column within the specified time window.
Action is the task that follows automatically within your Doclift PDF integrations.
Create a document from a template using provided field values and an optional tag.
Add a new card to a Drag board using title and column; optionally include note, comment, tag, assignee, and subtasks.
Add a comment to the card (found by title) in the selected board and column.

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To start, connect both your Doclift PDF and DragApp accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in DragApp (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in DragApp. This includes choosing which data fields go into which fields of DragApp, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and DragApp 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 DragApp. 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 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 MoreDrag turns Gmail into a Team Workspace to manage Helpdesk, CRM, tasks and other workflows from your inbox. Built for Google Workspace users.
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