Connect Doclift PDF to Bland AI

Both apps 28Doclift PDF 12Bland AI 16

• 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  marks a custom template unpublished.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 Contact

  Adds a contact to Bland. If a contact with the same phone number, email or external ID already exists, that contact is returned instead of creating a duplicate.

• Action
  Add Knowledge Base

  Creates a new Bland knowledge base item from text you provide, so your AI agents can search it during calls.

• Action
  Add Pathway

  Create a new, empty conversational pathway in Bland AI.

• Action
  Delete Knowledge Base

  Delete a knowledge base item.

• Action
  Delete Pathway

  Delete a conversational pathway.

• Action
  Find Contacts by criteria

  Finds a contact matching the specified phone number, email or external ID.

• Action
  Get Batch

  Retrieve metadata for a specific batch.

• Action
  Get Contact

  Retrieve a Bland contact by ID, including identifiers, memories and metadata.

• Action
  Get Knowledge Base

  Retrieves a specific knowledge base item by ID, including its status, metadata and file information.

• Action
  Get Pathway

  Returns a conversational pathway in your Bland account, including its name, description, nodes and edges.

• Action
  List Contacts

  Lists the contacts in your Bland organization, including each contact's identifiers and memories.

• Action
  List Knowledge Bases

  Lists the knowledge base items in your Bland organization, including their name, status and type.

• Action
  List Pathways

  Returns all conversational pathways in the Bland account, including each pathway's name, description, nodes and edges.

• Action
  Update Contact

  Update an existing contact's information.

• Action
  Update Knowledge Base

  Updates a knowledge base item's name and/or description. The item's content is not changed.

• Action
  Update Pathway

  Updates a conversational pathway's name, description, nodes and edges. Fields left blank are not changed.

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