Connect Doclift PDF and Samvad to Build Intelligent Automations
Enable Integrations or automations with these events of Doclift PDF and Samvad
Enable Integrations or automations with these events of Doclift PDF and Samvad
Actions
Create Document from Template
Create a document from a template using field values and an optional tag.
Create Lead
Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Samvad accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Samvad (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Samvad. This includes choosing which data fields go into which fields of Samvad, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Samvad 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 Samvad. 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 Samvad
Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.
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