Connect Holded and Doclift PDF to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Trigger when a new contact created.
Do thisActions
Action is the task that follows automatically within your Holded integrations.
Create Contact
Create a new contact.
List Contacts
Get all your contact by phone number.
Update Contact
Update a specific contact.
Create Product
Create a new product.
List Products
Get all your products.
Create Payment
Create a new payment.
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Frequently Asked Questions
To start, connect both your Holded and Doclift PDF accounts to viaSocket. Once connected, you can set up a workflow where an event in Holded triggers actions in Doclift PDF (or vice versa).
Absolutely. You can customize how Holded data is recorded in Doclift PDF. This includes choosing which data fields go into which fields of Doclift PDF, setting up custom formats, and filtering out unwanted information.
The data sync between Holded and Doclift PDF 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 Holded and Doclift PDF. 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 Holded
The cloud-based tool that has everything you need to manage your company — wherever you are, whenever you need.
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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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