Connect Doclift PDF and Tally to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Doclift PDF
Choose an Action
Automatically do this!
Get Form By ID
Update Form Options
List All Form Responses
Ready to use Doclift PDF and Tally automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Submission
Runs when new form submission
Do thisActions
Action is the task that follows automatically within your Doclift PDF integrations.
List Published Templates
Get published templates
Create Document From Template
Create document from template
Get Form By ID
Retrieve a form and its sections using the form ID.
Update Form Options
Update dropdown and checkbox choices in an existing Tally form.
List All Form Responses
Get all responses for a form
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Frequently Asked Questions
To start, connect both your Doclift PDF and Tally accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Tally (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Tally. This includes choosing which data fields go into which fields of Tally, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Tally 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 Tally. 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 Tally
Tally.so is a versatile form-building platform that allows users to create forms quickly and efficiently without any coding knowledge. It offers a user-friendly interface and a variety of customization options to suit different needs, making it ideal for businesses, educators, and individuals looking to gather information seamlessly.
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