Connect Doclift PDF and Easify

Both apps 30Doclift PDF 12Easify 18

• 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  marks a custom template unpublished.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.

• Trigger
  New Contact

  Triggers when a new contact is added in Easify.

• Trigger
  New SMS

  Triggers when a new SMS is sent or received on your Easify account.

• Action
  Create Contact

  Creates a contact in one of your Easify contact groups.

• Action
  Create Contact Group

  Creates an Easify contact group.

• Action
  Delete Contact

  Deletes an Easify contact.

• Action
  Delete Contact Group

  Deletes an Easify contact group.

• Action
  DNC Scrub Phone Number

  Checks a US phone number against the Do Not Call registry.

• Action
  Get Email Status

  Returns the delivery status of an email sent with Send Email.

• Action
  Get SMS Status

  Returns the delivery status of an SMS sent with Send SMS.

• Action
  List Contact Groups

  Returns your Easify contact groups, one page at a time.

• Action
  List Contacts

  Returns your Easify contacts, optionally only those in one contact group.

• Action
  List Email Senders

  Returns the email sender addresses on your Easify account.

• Action
  List Phone Numbers

  Returns the phone numbers on your Easify account that you can send from.

• Action
  List SMS Templates

  Returns your saved Easify SMS templates.

• Action
  Send Email

  Sends an email to one recipient from one of your Easify senders.

• Action
  Send SMS

  Sends an SMS or MMS from one of your Easify numbers.

• Action
  Update Contact

  Updates an existing Easify contact.

• Action
  Update Contact Group

  Renames an Easify contact group.

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