Connect Doclift PDF and Holded
Integrate Doclift PDF with Holded to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Popular Doclift PDF + Holded flows
Start from a real workflow other teams are already running.
Choose a trigger
Doclift PDF
When this happens...
- Request a new Trigger for Doclift PDF
Choose an action
Holded
Automatically do this!
Create Contact
List Contacts
Update Contact
Create Product
List Products
List Sales Channels
Create Payment
List Payments
Get Taxes
Create Purchase Order
Get Purchase Order
Create Sales invoices
Get Sales orders
Get Sales invoices
Create Sales orders
Create Sales receipts
Get Sales receipts
List Contact Groups
List Remittances
List Purchase Documents
Get Projects
Create Events
Create Employee
List Documents
List Treasury Accounts
Update Employee
Supported Triggers & Actions
Everything you can automate between Doclift PDF and Holded.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Doclift PDF integrations.
List Published Templates
Get published templates
Create Document From Template
Create document from template
Create Contact
Create a new contact.
List Contacts
Retrieve contacts from Holded, with optional filters for phone, mobile, email, custom ID, or code. Supports pagination (cursor and limit).
Update Contact
Update a specific contact.
Create Product
Create a new product.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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From idea to automation.
AI will build it for you
Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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
About Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Doclift PDF and Holded 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.
Yes. viaSocket uses instant triggers where available, so data moves between Doclift PDF and Holded as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Holded. No coding required.
Yes. You can set up a workflow where Doclift PDF triggers actions in Holded, and a separate workflow where Holded triggers actions in Doclift PDF. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Doclift PDF and Holded. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Doclift PDF and Holded integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
