
When this happens...

Automatically do this!
Retrieve Current User Details
Create Project
Create Branch
Create Role
Update Project
Update Branch
Delete Project
Delete Branch
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when new project is created.
Triggers when new branch is created in an existing project.
Triggers when new role is created.
Triggers when an existing role is updated.
Triggers when an existing branch is updated in an existing project.
Triggers when an existing project 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.
Retrieve a currnet user details.
Creates a Project.
Creates a Branch.
Creates a Role.
Update an existing project.

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To start, connect both your Doclift PDF and Neon accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Neon (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Neon. This includes choosing which data fields go into which fields of Neon, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Neon 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 Neon. 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 MoreNeon is a cutting-edge platform that offers advanced technological solutions for developers and tech enthusiasts. It provides a suite of tools and services designed to enhance productivity, streamline workflows, and foster innovation in the tech industry.
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