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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created.
Do thisActions
Action is the task that follows automatically within your Doclift PDF integrations.
Create Document from Template
Create a document from a template using field values and an optional tag.
Assign a Tag to a Contact
Assigns a Tag to a Contact.
Create/Update a Contact
Create or Update contact by Email.
Search Contact by Email
Get a contact by email.
Grant access to course
Grants access to a existing course.
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Frequently Asked Questions
To start, connect both your Doclift PDF and Systeme.io accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Systeme.io (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Systeme.io. This includes choosing which data fields go into which fields of Systeme.io, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Systeme.io 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 Systeme.io. 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 Systeme.io
Systeme.io is an all-in-one marketing platform designed to help entrepreneurs and small businesses manage and automate their online marketing efforts. It offers a range of tools including sales funnels, email marketing, online courses, and membership sites, all integrated into a single platform to streamline business operations and enhance productivity.
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