Connect Doclift PDF and EquipDash

Both apps 65Doclift PDF 12EquipDash 53

• 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  marks a custom template unpublished.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
  Booking Cancelled

  Triggers when a booking is cancelled.

• Trigger
  Booking Checked In

  Triggers when a booking is checked in.

• Trigger
  Booking Picked Up

  Triggers when a booking is picked up.

• Trigger
  Booking Returned

  Triggers when a booking is returned.

• Trigger
  Booking Status Changed

  Triggers when a booking status changes.

• Trigger
  Booking Updated

  Triggers when a booking is updated.

• Trigger
  Customer Updated

  Triggers when a customer is updated.

• Trigger
  Experience Created

  Triggers when a new experience is created.

• Trigger
  Experience Schedule Created

  Triggers when an experience schedule is created.

• Trigger
  Experience Updated

  Triggers when an experience is updated.

• Trigger
  Inventory Added

  Triggers when inventory is added to a product.

• Trigger
  Inventory Updated

  Triggers when inventory is updated.

• Trigger
  New Customer

  Triggers when a new customer is created.

• Trigger
  Payment Received

  Triggers when a payment is received.

• Trigger
  Product Created

  Triggers when a new product is created.

• Trigger
  Product Updated

  Triggers when a product is updated.

• Trigger
  Promo Code Created

  Triggers when a new promo code is created.

• Trigger
  Shift Created

  Triggers when a new shift is created.

• Action
  Add Inventory to Product

  Adds inventory to a product.

• Action
  Add Note to Booking

  Adds a note to a booking.

• Action
  Add Note to Customer

  Adds a note to a customer.

• Action
  Add Note to Workshop

  Adds a note to a workshop item.

• Action
  Add Payment to Booking

  Adds a payment to a booking.

• Action
  Add Pricing to Product

  Adds a pricing tier to a product.

• Action
  Add Schedule to Experience

  Adds a schedule slot to an experience.

• Action
  Add to Workshop

  Adds an item to the workshop.

• Action
  Archive Experience

  Archives an experience.

• Action
  Archive Product

  Archives a product.

• Action
  Cancel Booking

  Cancels a booking.

• Action
  Check Product Availability

  Checks availability of a product for given dates.

• Action
  Create Booking

  Creates a new booking.

• Action
  Create Customer

  Creates a new customer.

• Action
  Create Experience

  Creates a new experience.

• Action
  Create Experience Category

  Creates a new experience category.

• Action
  Create Product

  Creates a new product.

• Action
  Create Product Category

  Creates a new product category.

• Action
  Create Promo Code

  Creates a new promo code.

• Action
  Create Shift

  Creates a new staff shift.

• Action
  Create Tag

  Creates a new tag.

• Action
  Create Voucher

  Creates a new voucher.

• Action
  Delete Customer

  Deletes a customer.

• Action
  Find Customer

  Finds a customer.

• Action
  Find Experience

  Finds a experience.

• Action
  Find Product

  Finds a product.

• Action
  Find Promo Code

  Finds a promo code.

• Action
  Find Staff

  Finds a staff.

• Action
  Find Voucher

  Finds a voucher.

• Action
  Remove From Workshop

  Removes an item from the workshop.

• Action
  Update Booking Status

  Updates the status of a booking.

• Action
  Update Customer

  Updates a customer.

• Action
  Update Experience

  Updates an experience.

• Action
  Update Product

  Updates a product.

• Action
  Update Tags on Booking

  Updates the tags on a booking. Provide tag names — existing tags are matched, new tags are created automatically.

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