Connect Doclift PDF to Allo

Both apps 33Doclift PDF 12Allo 21

• 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  marks a custom template unpublished.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.

• Action
  Add Tag to Conversation Item

  Adds a tag to a call or SMS.

• Action
  Add Thread Comment

  Adds a comment to an internal discussion thread.

• Action
  Get Company

  Returns one company from the Allo CRM.

• Action
  Get Conversation Item

  Returns one call or SMS, including its summary and transcript.

• Action
  Get Deal

  Returns one deal from the Allo CRM.

• Action
  Get Person

  Returns one person from the Allo CRM.

• Action
  Get User

  Returns one user on your Allo team.

• Action
  List Conversation Notes

  Returns the notes on the conversation with a contact number.

• Action
  List Conversations

  Returns conversations grouped by contact number, with their latest activity.

• Action
  List Phone Numbers

  Returns the Allo phone numbers on your team.

• Action
  List Tags

  Returns the tags in your Allo workspace.

• Action
  List Threads

  Returns internal discussion threads.

• Action
  List Users

  Returns the users on your Allo team.

• Action
  Search Companies

  Returns companies in the Allo CRM matching the given filters.

• Action
  Search Conversation Items

  Returns calls, SMS and other conversation items matching the given filters.

• Action
  Search Deals

  Returns deals in the Allo CRM matching the given filters.

• Action
  Search People

  Returns people in the Allo CRM matching the given filters.

• Action
  Send Fax

  Sends a PDF document as a fax from one of your Allo numbers.

• Action
  Send SMS

  Sends an SMS from one of your Allo numbers.

• Action
  Update Company

  Updates a company in the Allo CRM.

• Action
  Update Person

  Updates a person in the Allo CRM.

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