Connect Doclift PDF and Search and Save to Build Intelligent Automations
Enable Integrations or automations with these events of Doclift PDF and Search and Save
Enable Integrations or automations with these events of Doclift PDF and Search and Save
Actions
Create Document from Template
Create a document from a template using provided field values and an optional tag.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Search and Save accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Search and Save (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Search and Save. This includes choosing which data fields go into which fields of Search and Save, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Search and Save 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 Search and Save. 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.
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About Search and Save
The Search & Save system is a Medicare quoting system and CRM for agents use only.
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