Connect Doclift PDF and zavitac to Build Intelligent Automations

Choose a Trigger

Doclift PDF

When this happens...

Choose an Action

zavitac

Automatically do this!

Enable Integrations or automations with these events of Doclift PDF and zavitac

Enable Integrations or automations with these events of Doclift PDF and zavitac

Actions

Create Document from Template

Create Document from Template

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

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Frequently Asked Questions

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

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

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

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

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

The data sync between Doclift PDF and zavitac 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 zavitac?

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 zavitac?

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

About zavitac

Zavitac is an easy-to-use yet amazingly capable CRM platform that engages your whole team to win deals faster.

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