Integrate Doclift PDF with ResourceGuru to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Published Templates from Doclift PDF when New or Updated Booking in ResourceGuru
Create Document From Template in Doclift PDF when New or Updated Booking in ResourceGuru
List Published Templates from Doclift PDF when New or Updated Client in ResourceGuru
Create Document From Template in Doclift PDF when New or Updated Client in ResourceGuru
List Published Templates from Doclift PDF when New or Updated Time Off Event in ResourceGuru
Start from a real workflow other teams are already running.
Doclift PDF
When this happens...
ResourceGuru
Automatically do this!
Create Booking
Update Client
Update Booking
Create Project
Update Project
Create Client
Update Time Off Event
Create Time Off Event
List active activity types
List bookings
List active clients
List custom availability
List custom fields
List downtimes
List active projects
List rates
Get report of resources
Get report of clients
Get report of projects
List active resources
List resource types
List timesheet entries
List active users
List users
List Published Templates from Doclift PDF when New or Updated Booking in ResourceGuru
Use this flowCreate Document From Template in Doclift PDF when New or Updated Booking in ResourceGuru
Use this flowList Published Templates from Doclift PDF when New or Updated Client in ResourceGuru
Use this flowCreate Document From Template in Doclift PDF when New or Updated Client in ResourceGuru
Use this flowList Published Templates from Doclift PDF when New or Updated Time Off Event in ResourceGuru
Use this flowCreate Document From Template in Doclift PDF when New or Updated Time Off Event in ResourceGuru
Use this flowList Published Templates from Doclift PDF when New or Updated Project in ResourceGuru
Use this flowCreate Document From Template in Doclift PDF when New or Updated Project in ResourceGuru
Use this flowList Published Templates from Doclift PDF when New or Updated Resource in ResourceGuru
Use this flowCreate Document From Template in Doclift PDF when New or Updated Resource in ResourceGuru
Use this flowEverything you can automate between Doclift PDF and ResourceGuru.
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers whenever there is a change to a booking, including its creation, update, or deletion.
Triggers whenever there is a change to a Client, including its creation, update, or deletion.
Triggers whenever there is a change to a Time Off Event, including its creation, update, or deletion.
Triggers whenever there is a change to a Project, including its creation, update, or deletion.
Triggers whenever there is a change to a Resource, including its creation, update, or deletion.
Action is the task that follows automatically within your Doclift PDF integrations.
Get published templates
Create document from template
Creates a new booking.
Updates an existing client.
Updates an existing booking.
Creates a new project.

Follow a simple walkthrough to create, test, and launch your first automation.
Connect your apps
Link the apps you want to automate.
Configure your workflow
Set up triggers, actions, and map your data.
Test & publish
Test your workflow and publish it.
Recognized by leading review platforms and trusted by 10,000+ businesses worldwide.

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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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 moreResourceGuru is a resource scheduling and management tool designed to help teams and organizations efficiently allocate and manage their resources. It offers features such as calendar views, resource booking, and utilization tracking to ensure optimal productivity.
Learn moreSign up for a free viaSocket account, then authorize both your Doclift PDF and ResourceGuru 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 ResourceGuru 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 ResourceGuru. No coding required.
Yes. You can set up a workflow where Doclift PDF triggers actions in ResourceGuru, and a separate workflow where ResourceGuru 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 ResourceGuru. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Doclift PDF and ResourceGuru integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.