Connect Doclift PDF to Check Cherry

Both apps 18Doclift PDF 12Check Cherry 6

• 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  marks a custom template unpublished.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
  Check Availability

  Checks whether the business has availability on a date or date range, optionally for a specific package.

• Action
  Create Confirmed Event

  Creates a booking in Check Cherry — an event the client has already committed to. By default it is created confirmed; set Signature Collected to false to create it awaiting signature.

• Action
  Create Lead

  Adds a new lead to your Check Cherry account.

• Action
  Create Proposal

  Creates a proposal in Check Cherry: an event the client still has to accept, priced from one or more packages.

• Action
  Find Event or Proposal

  Returns the events and proposals that match the specified search text, id or filters.

• Action
  Find Lead

  Returns the leads that match the specified email address or search text.

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