
When this happens...

Automatically do this!
Add Contact
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Contact Created
Runs when new membership is created
Runs when new invoice is created
Runs when new payment arrives
Runs when a new event is created in your Wild Apricot account
Runs when a new refund is created
Action is the task that follows automatically within your Doclift PDF integrations.
Get published templates
Create document from template
Add a new contact or member to your WildApricot account.
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To start, connect both your Doclift PDF and Wildapricot accounts to viaSocket. Once connected, you can set up a workflow where an event in Doclift PDF triggers actions in Wildapricot (or vice versa).
Absolutely. You can customize how Doclift PDF data is recorded in Wildapricot. This includes choosing which data fields go into which fields of Wildapricot, setting up custom formats, and filtering out unwanted information.
The data sync between Doclift PDF and Wildapricot 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 Wildapricot. 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 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 MoreWildapricot is a comprehensive membership management software designed to help organizations manage their members, events, and website with ease. It offers tools for membership renewals, event registrations, and website building, making it an all-in-one solution for associations, clubs, and non-profits.
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