Connect Doclift PDF to Dixa

Both apps 35Doclift PDF 12Dixa 23

• 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  marks a custom template unpublished.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 Internal Note

  Adds an internal note, visible only to agents, to a Dixa conversation and returns the created note.

• Action
  Change Conversation Status

  Changes a conversation's status by closing it, reopening it, or putting it into follow-up until a chosen time.

• Action
  Create Callback Request

  Creates a callback request conversation in Dixa, placing a call-back for an end user into the chosen queue, and returns the new conversation's id.

• Action
  Create Conversation

  Creates a new Dixa conversation on the email, contact form, chat, SMS, WhatsApp or callback channel and returns its ID.

• Action
  Create User

  Creates an end user (contact) in Dixa with their name, contact details and any custom contact attributes, and returns the new end user.

• Action
  Get Anonymization Status

  Returns the status of an anonymization request submitted earlier for a user, conversation or message, including when it was initiated and when it was processed.

• Action
  Get Conversation by Id

  Returns a single Dixa conversation by its id, including its channel, state, assignment, queue and custom attributes.

• Action
  Get Conversation Rating

  Returns the latest rating statuses and scores for a conversation, with one entry for each question of the survey.

• Action
  Get Conversation Tags

  Returns the tags applied to a conversation, including each tag's name, color and state.

• Action
  Get Messages in Conversation

  Returns all messages in a Dixa conversation, sorted from oldest to newest.

• Action
  Get Queue by Id

  Returns a Dixa queue by its id, including its name, offering settings, thresholds and the channels that use it. An error occurs if the queue is not found.

• Action
  Get User by Id

  Returns one Dixa end user (contact) by id, including their name, email addresses, phone numbers, external id and custom attribute values.

• Action
  Remove Tag From Conversation

  Removes a tag from a Dixa conversation. Active and inactive tags can both be removed.

• Action
  Search Conversation

  Returns the conversations that contain the specified text, match the specified filters, or both, with snippets showing where the text was found.

• Action
  Search Conversations by User

  Returns the conversations requested by a specific end user.

• Action
  Search Enduser by External ID

  Returns the end users whose external ID matches the value you provide.

• Action
  Search User by Email Address

  Returns the Dixa end users whose email address matches the one you provide.

• Action
  Search User by Phone Number

  Returns the Dixa end users whose phone number matches the one you specify.

• Action
  Set Custom Contact Attributes

  Sets custom attribute values on an end user in Dixa and returns the attributes that were updated.

• Action
  Set Custom Conversation Attributes

  Sets the values of custom attributes on a conversation and returns the conversation's updated custom attributes.

• Action
  Tag Conversation

  Adds an existing active tag to a conversation.

• Action
  Transfer Conversation to Queue

  Transfers a conversation to the queue you choose, optionally on behalf of a specific agent, admin or AI agent.

• Action
  Update End User

  Updates an end user's name, contact details, avatar, external ID and custom contact attributes in Dixa. Only the fields you fill in are changed.

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