Connect Doclift PDF and Medallia Agent Connect to Build Intelligent Automations
Enable Integrations or automations with these events of Doclift PDF and Medallia Agent Connect
Enable Integrations or automations with these events of Doclift PDF and Medallia Agent Connect
Actions
Create Document from Template
Create a document from a template using provided field values and an optional tag.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Medallia Agent Connect accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Medallia Agent Connect (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Medallia Agent Connect. This includes choosing which data fields go into which fields of Medallia Agent Connect, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Medallia Agent Connect 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 Medallia Agent Connect. 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.
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About Medallia Agent Connect
Medallia Agent Connect is a software platform built to empower customer service agents, make them happier in their jobs, and help with their career development.
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