Connect Doclift PDF and GorillaDesk to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is created.
Updated Customer
Trigger when an existing customer is updated.
Do thisActions
Action is the task that follows automatically within your Doclift PDF integrations.
Create Document from Template
Create a document from a template using field values and an optional tag.
Add a Customer
Adds a new customer to GorillaDesk.
Add a Lead
Adds a new lead to GorillaDesk.
Add a Booking
Adds a new event inside GorillaDesk with the status pending booking on the schedule.
Get Company
Get Company for the account.
List Users
Get all users form GorillaDesk.
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Frequently Asked Questions
To start, connect both your Doclift PDF and GorillaDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in GorillaDesk (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in GorillaDesk. This includes choosing which data fields go into which fields of GorillaDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and GorillaDesk 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 GorillaDesk. 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 GorillaDesk
GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.
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