Connect Doclift PDF and Nibo to Build Intelligent Automations
Enable Integrations or automations with these events of Doclift PDF and Nibo
Enable Integrations or automations with these events of Doclift PDF and Nibo
Actions
Create Document from Template
Create a document from a template using field values and an optional tag.
Create Bank Account
Add a company bank account with name, bank, agency, account number, verification digit, and opening balance/date.
Create Employee
Create a new employee record with contact, address, bank, and company details.
Create Cost Center
Create a cost center using the provided description.
View Account Statement
Shows the account statement for a selected account and date range.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Nibo accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Nibo (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Nibo. This includes choosing which data fields go into which fields of Nibo, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Nibo 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 Nibo. 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 Nibo
Nibo is a comprehensive platform designed to streamline financial management and accounting processes for businesses. It offers tools for bookkeeping, financial reporting, and tax management, making it easier for companies to maintain accurate financial records and ensure compliance.
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