Connect Cin7 and Doclift PDF

Both apps 28Cin7 16Doclift PDF 12

• Trigger
  New Contact

  Triggers when a new contact is created in Cin7.

• Trigger
  New Product

  Triggers when a new product is created in Cin7.

• Trigger
  New Sales Order

  Triggers when a new sales order is created in Cin7.

• Action
  Create Contact

  Creates a customer or supplier contact in Cin7 and returns its new ID.

• Action
  Create Product

  Creates a product in Cin7 and returns its new ID.

• Action
  Create Sales Order

  Creates a sales order in Cin7 and returns its new ID.

• Action
  Delete Contact

  Deletes a Cin7 contact.

• Action
  Find Contacts

  Returns Cin7 contacts matching a filter.

• Action
  Find Products

  Returns Cin7 products matching a filter.

• Action
  Find Sales Orders

  Returns Cin7 sales orders matching a filter.

• Action
  Find Stock

  Returns Cin7 stock levels per product option and branch.

• Action
  Get Contact

  Returns one Cin7 contact (customer or supplier) by its ID.

• Action
  Get Product

  Returns one Cin7 product by its ID.

• Action
  Get Purchase Order

  Returns one Cin7 purchase order by its ID.

• Action
  Get Sales Order

  Returns one Cin7 sales order by its ID.

• Action
  Update Contact

  Updates fields on an existing Cin7 contact.

• 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.