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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a campaign is created
Triggers when a new transaction is created
Triggers when a campaign is updated
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.
Create a Campaign
Create a Contact.
Create a Transaction
Update an existing Campaign.
Update an existing Contact.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Doclift PDF and Givebutter accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Givebutter (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Givebutter. This includes choosing which data fields go into which fields of Givebutter, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Givebutter 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 Givebutter. 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 MoreGivebutter is a fundraising platform that helps you raise money online with donation forms, team fundraising campaigns, and ticketing.
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