How to connect K Factors + Doclift PDF
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Choosing a widget will trigger on all new notifications on that widget.
Enter key-value pair (ex.: name: Joe Doe)
The dynamic template you want to use to generate the PDF document. If you don't find the one you're looking for in the list, be sure to check that it is published.
Document Generation Tag
Add a unique tag to identify this document generation later. Exemple "Contract#129"
How K Factors + Doclift PDF Integrations Work
- Step 1: Authenticate K Factors and Doclift PDF.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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