Connect AlterEstate and Doclift PDF

Both apps 35AlterEstate 23Doclift PDF 12

• Trigger
  New Contact

  Triggers when a contact is created.

• Trigger
  New Deal

  Triggers when a deal is created.

• Action
  Add Contact and Deal

  Creates a Contact and a Deal inside your company.

• Action
  Create Property

  Creates a property in the agency's inventory.

• Action
  Get Contact

  Returns one contact by its uid.

• Action
  Get Deal

  Returns one deal by its uid.

• Action
  Get Pipeline

  Returns one pipeline with its stages.

• Action
  Get Property

  Returns one property's full detail by slug.

• Action
  List Agents

  Lists the agency's active agents.

• Action
  List Amenities

  Lists the amenities that can be assigned to a property.

• Action
  List Cities

  Lists a country's cities.

• Action
  List Contacts

  Returns contacts, filtered by search text, agent, tag or creation date.

• Action
  List Custom Fields

  Lists the custom fields defined for the company.

• Action
  List Deals

  Returns deals, filtered by pipeline, stage, status, agent or dates.

• Action
  List Pipelines

  Returns the agency's deal pipelines.

• Action
  List Property Documents

  Lists the documents attached to a property.

• Action
  List Round Robins

  Returns the agency's round robins.

• Action
  List Sectors

  Lists a city's sectors (neighborhoods).

• Action
  List Stages

  Returns the stages of the agency's pipelines.

• Action
  Search Properties

  Searches the properties the agency publishes.

• Action
  Update Contact

  Updates fields on an existing contact.

• Action
  Update Deal

  Updates fields on an existing deal, including moving it to another stage.

• Action
  Update Property

  Updates an existing property, including its status.

• 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.