Connect Doclift PDF and Segmetrics to Build Intelligent Automations
Enable Integrations or automations with these events of Doclift PDF and Segmetrics
Enable Integrations or automations with these events of Doclift PDF and Segmetrics
Actions
Create Document from Template
Create a document from a template using provided field values and an optional tag.
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
Add Tag to Contact
Add Tags to given contact.
Add Purchase to Contact
Adds a purchase to the specified SegMetrics integration.
Adds subscription
Adds a subscription to the existing contact. If the subscription id already exist, it will be updated.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Segmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Segmetrics (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Segmetrics. This includes choosing which data fields go into which fields of Segmetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Segmetrics 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 Segmetrics. 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
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