Connect Doclift PDF and Webtiger to Build Intelligent Automations

Choose a Trigger

Doclift PDF

When this happens...

Choose an Action

Webtiger

Automatically do this!

Ready to use Doclift PDF and Webtiger automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Lead

New Lead

Triggers when a new lead is created

New Contract

New Contract

Triggers when a new contact is created

New Customer

New Customer

Triggers when a new customer is added

New Estimate

New Estimate

Triggers when a new estimate is created

New Invoice

New Invoice

Triggers when a new invoice is cretaed

New Proposal

New Proposal

Triggers when a new proposal is created

Do thisActions

Action is the task that follows automatically within your Doclift PDF integrations.

Create Document from Template

Create Document from Template

Create a document from a template using field values and an optional tag.

Add Lead

Add Lead

Creates a new lead

Add Contract

Add Contract

Creates a new contract

Add Customer

Add Customer

Creates a new customer in the system

Add Estimate

Add Estimate

Creates a new estimate in the system

Add Project

Add Project

Triggers when a new project is created

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Frequently Asked Questions

How do I start an integration between Doclift PDF and Webtiger?

To start, connect both your Doclift PDF and Webtiger accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Webtiger (or vice versa).

Can we customize how data from Doclift PDF is recorded in Webtiger?

Absolutely. You can customize how Doclift PDF data is recorded in Webtiger. This includes choosing which data fields go into which fields of Webtiger, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Doclift PDF and Webtiger?

The data sync between Doclift PDF and Webtiger typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Doclift PDF to Webtiger?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Doclift PDF and Webtiger?

Yes, you can set conditional logic to control the flow of data between Doclift PDF and Webtiger. 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.

Doclift PDF

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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Webtiger

About Webtiger

Webtiger is a comprehensive platform offering web development and digital marketing solutions tailored to enhance online presence and drive business growth.

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