Full list

Supported Triggers & Actions

Everything you can automate between Doclift PDF and Filestage.

When this happensTriggers

A trigger is an event that starts a workflow.

New Project

New Project

Triggers When a new project is created

Project is Archived

Project is Archived

Triggers when a project is archived.

Project is Deleted

Project is Deleted

Triggers when a project is removed.

New File Version Is Uploaded

New File Version Is Uploaded

Triggers when a new version of a file is uploaded.

File Version is Deleted

File Version is Deleted

Triggers when a file version is removed.

New Folder is Created

New Folder is Created

Triggers when a new folder is created.

Do thisActions

Action is the task that follows automatically within your Doclift PDF integrations.

List Published Templates

List Published Templates

Get published templates

Create Document From Template

Create Document From Template

Create document from template

Create Folder

Create Folder

Creates a folder.

Create Project

Create Project

Creates a project in the specific folder.

Archive/Unarchive Project

Archive/Unarchive Project

Archives/Unarchives a chosen project.

Add Reviewers to Reviewers Group

Add Reviewers to Reviewers Group

Adds reviewers to a chosen reviewer group.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Doclift PDF
Doclift PDF + Filestage
Doclift PDF logo

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 more
Integrations Filestage
Filestage + Doclift PDF
Filestage logo

About Filestage

Filestage is a collaborative platform designed to streamline the review and approval process for creative projects. It allows teams to share, review, and approve files such as videos, images, and documents in a centralized and organized manner, enhancing productivity and ensuring timely feedback.

Learn more

Frequently Asked Questions

How do I connect Doclift PDF and Filestage?

Sign up for a free viaSocket account, then authorize both your Doclift PDF and Filestage accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Doclift PDF and Filestage as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Doclift PDF to Filestage?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Filestage. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Doclift PDF triggers actions in Filestage, and a separate workflow where Filestage triggers actions in Doclift PDF. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Doclift PDF and Filestage. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Doclift PDF and Filestage integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.