Connect Benetics and Doclift PDF

Both apps 41Benetics 29Doclift PDF 12

• Trigger
  New Project

  Triggers when a new project is created.

• Trigger
  New Task

  Triggers when a new task is created.

• Trigger
  Updated Project

  Triggers when a project is updated.

• Trigger
  Updated Task

  Triggers when a task is updated.

• Action
  Add Plan Version

  Upload a new version of a plan.

• Action
  Add Project Member

  Add a member to a project.

• Action
  Add Task

  Create a new task on a project.

• Action
  Create Project

  Creates a new project.

• Action
  Delete Document

  Delete a document.

• Action
  Delete Plan

  Delete a plan.

• Action
  Delete Plan Version

  Remove one version of a plan from a project.

• Action
  Delete Project

  Delete a project.

• Action
  Delete Project Member

  Remove a member from a project.

• Action
  Delete Task

  Delete a task.

• Action
  Document Upload

  Upload a document

• Action
  Get Project

  Get a single project by id.

• Action
  Get Report

  Get a single report by id.

• Action
  Get Task

  Get a single task by id.

• Action
  List Members

  List members of the organization.

• Action
  List Project Members

  List members assigned to a project.

• Action
  List Projects

  List projects in the organization.

• Action
  List Reports

  List reports for a project.

• Action
  List Tasks

  List tasks for a project.

• Action
  Plan Upload

  Upload a plan

• Action
  Update Document

  Update a document's fields.

• Action
  Update Plan

  Update a plan's fields.

• Action
  Update Project

  Update a project's fields.

• Action
  Update Task

  Update a task's fields.

• Action
  Upload File

  Uploads a file to Benetics and returns its file upload id, ready to attach to a plan version or a document.

• 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.