Connect Chatter and Doclift PDF

Both apps 33Chatter 21Doclift PDF 12

• Trigger
  New Group

  Triggers when a new Chatter group is created in the org.

• Trigger
  New Post

  Triggers when a new post appears in the authenticated user's news feed.

• Action
  Add group

  Creates a new Chatter group with a name, visibility and optional description and settings.

• Action
  Add Member to Group

  Add a user as a member of a Chatter group.

• Action
  Create Post

  Create a new Chatter feed post on a user's profile feed (defaults to the authenticated user).

• Action
  Create Post in Group

  Create a new Chatter feed post in the specified group.

• Action
  Delete comment

  Deletes a comment from a Chatter post.

• Action
  Delete group

  Deletes a Chatter group.

• Action
  Delete post

  Deletes a Chatter post (feed element).

• Action
  Find users by name

  Returns the Chatter users whose names match the search text.

• Action
  Get group

  Returns the details of a Chatter group, including its name, description, visibility, owner and member count.

• Action
  Get My User Info

  Get profile information for the authenticated Chatter user.

• Action
  Get user

  Returns a Chatter user's profile details, such as name, title, company, photo and follower counts.

• Action
  Like Feed Element

  Like a Chatter feed element (post).

• Action
  List group members

  Returns the members of a Chatter group, with each member's role and user details.

• Action
  List Groups

  List the Chatter groups in the org.

• Action
  Post Comment

  Add a comment to an existing Chatter feed element (post).

• Action
  Remove member from group

  Removes a member from a Chatter group by deleting their group membership.

• Action
  Search Feed

  Search Chatter feed elements matching a text query.

• Action
  Update group

  Updates a Chatter group's name, description, information section, visibility, owner, archive and broadcast settings. Only the values you fill in are changed.

• Action
  Update post

  Edits the text of an existing Chatter post.

• 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.