
When this happens...

Automatically do this!
Create or Update Scheduled Payment
Add a Source to a Payer
Create or Update Payer
Add a Subscription
Find a Subscription
Create Realtime Payment
Find an Event
Find Payer
When this happensTriggers
A trigger is an event that starts a workflow.
Triggered when a new payer created in Pinch Payments.
Triggered when a new subscription is created in Pinch Payments.
Triggered when a new payment is created in Pinch Payments.
Triggered when a payer is updated in Pinch Payments.
Triggered when a new payment scheduled is created in Pinch Payments.
Triggered when a subscription is cancelled in Pinch Payments.
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.
Create or update a scheduled payment for a payer.
Add a payment source (e.g., bank account or credit card) to a payer.
Create or update a payer in the Pinch Payments system.
Create a subscription between a payer and a plan.
Find a subscription using the Subscription ID.

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To start, connect both your Doclift PDF and Pinch Payments accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Pinch Payments (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Pinch Payments. This includes choosing which data fields go into which fields of Pinch Payments, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Pinch Payments 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 Pinch Payments. 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 MorePinch Payments is a PCI Compliant Australian payments platform designed to simplify and automate the process of rent payments and property management. It offers seamless payment processing for standard and recurring invoices, standalone transactions, and subscriptions. With Pinch, tenants and landlords can easily manage and track payments, using automated bank account, direct debit, and credit card options for a smooth experience.
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