Connect Act! and Doclift PDF

Both apps 42Act! 30Doclift PDF 12

• Trigger
  Contact Updated

  Triggers when an Act! contact is created or updated.

• Trigger
  New Company

  Triggers when a new company is created in Act!.

• Trigger
  New Contact

  Triggers when a new contact is created in Act!.

• Trigger
  New Opportunity

  Triggers when a new opportunity is created in Act!.

• Action
  Add Activity

  Schedules an activity (call, meeting or to-do) in Act!, optionally linked to a contact.

• Action
  Add Company

  Creates a new company in Act!.

• Action
  Add Contact

  Creates a new contact in your Act! database.

• Action
  Add Group

  Creates a new group in Act!.

• Action
  Add History

  Records a history item (a logged interaction) in Act!, optionally on a contact.

• Action
  Add Note

  Adds a note in Act!, optionally attached to a contact.

• Action
  Add Opportunity

  Creates a new sales opportunity in Act!.

• Action
  Delete company

  Deletes an existing company from your Act! database.

• Action
  Delete Contact

  Deletes an Act! contact by its ID.

• Action
  Delete group

  Deletes an existing group in Act!.

• Action
  Delete note

  Deletes an existing note in Act!.

• Action
  Delete opportunity

  Deletes an opportunity from your Act! database.

• Action
  Find Company

  Finds companies in Act! by exact name.

• Action
  Find Contact

  Finds contacts in Act! by email address.

• Action
  Find Group

  Finds groups in Act! by exact name.

• Action
  Get company

  Returns a single Act! company by its ID, including its addresses, contact details and custom fields.

• Action
  Get Contact

  Returns one Act! contact by its ID.

• Action
  Get group

  Returns a single Act! group by its ID, including its name, description, address, contact count and custom fields.

• Action
  Get opportunity

  Returns a single Act! opportunity by its ID, including its stage, status, totals, associated contacts, companies and groups, and custom fields.

• Action
  List companies

  Returns the companies in your Act! database, optionally filtered and sorted.

• Action
  List contacts

  Returns contacts from your Act! database, optionally filtered and sorted.

• Action
  Update company

  Updates an existing company in Act!, changing only the fields you fill in.

• Action
  Update Contact

  Updates the fields you supply on an existing Act! contact.

• Action
  Update group

  Updates an existing Act! group's name, description, parent group, privacy, record manager, address or custom fields. Fields left blank are not changed.

• Action
  Update note

  Updates an existing Act! note's text, type, display date, privacy, or linked contacts, companies, groups and opportunities. Fields left blank keep their current values.

• Action
  Update Opportunity

  Updates the fields you supply on an existing Act! opportunity.

• Trigger
  New PDF Document Generated

  Webhook trigger for Doclift's async document-generation completion callback (POST .../webhooks/doclift, X-Doclift-Signature: sha256=hmac). Delivery URL is configured manually on the external application in the Doclift dashboard — no register/list/delete API exists. Fires once per document_request (all its documents_generations resolved to success/error), payload includes id, tag, type, timestamp, documents_generations[] (generation_status, file{filename,url,size}).

• Action
  Add Template

  create a custom (HTML-body) template: title, description, content, orientation, margins, optional variables_attributes. Server forces category=custom.

• Action
  Add Variable

  create a variable on a custom template: title (unique, naming pattern), description, field_type (text/checkbox/radio/select/collection, default text), seed_value, allowed_values.

• Action
  Delete Template

  removes a custom template (scope restricted to category=custom, non-archived, same org).

• Action
  Get Document Request

  status and documents_generations detail (signed file url, valid 2 hours) for one document request.

• Action
  Get Template

  full template detail including variables and content (custom templates); works for any published template of the three categories.

• Action
  List Document Requests

  list document generation requests with id, tag, type, status, documents_generations (each with generation_status and file url).

• Action
  List Templates

  returns published, non-archived templates (custom/fillable_form/workflow) for the organization: id, title, description.

• Action
  List Variables

  all variables of a custom, non-archived template: id, title, description, field_type, allowed_values (no pagination, no seed_value).

• Action
  Publish Template

  marks a custom template published (usable for document generation).

• Action
  Unpublish Template

  marks a custom template unpublished.

• Action
  Update Variable

  update description/field_type/allowed_values/title of a variable; allowed_values replaces the stored array.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.