Connect Doclift PDF to Element451

Both apps 28Doclift PDF 12Element451 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  marks a custom template unpublished.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 Label to User

  Adds a label to an Element451 user.

• Action
  Add Note to Case

  Adds a note to an Element451 case.

• Action
  Add Task to User

  Creates a task related to an existing Element451 user.

• Action
  Create Alert

  Creates an alert about a student in Element451 Case Management.

• Action
  Create Case

  Creates a case for a student in Element451 Case Management.

• Action
  Delete Case

  Deletes an Element451 case.

• Action
  Find Users

  Searches Element451 users (students and contacts) by name or email.

• Action
  Get Alert

  Returns one Element451 alert by its GUID.

• Action
  Get Case

  Returns one Element451 case by its GUID.

• Action
  Get User Profile

  Returns a user's general Element451 profile.

• Action
  List Alerts

  Returns a page of Element451 alerts.

• Action
  List Campuses

  Returns the campuses in your Element451 account.

• Action
  List Cases

  Returns a page of Element451 cases.

• Action
  List Events

  Returns the events in your Element451 account.

• Action
  List Surveys

  Returns the surveys in your Element451 account.

• Action
  Update Case

  Updates an Element451 case's name, status, priority, due date or description.

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