Connect Doclift PDF and Freelo

Both apps 33Doclift PDF 12Freelo 21

• 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  marks a custom template unpublished.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 project

  Triggered when a new project is created

• Action
  Add comment

  Add a comment to a task.

• Action
  Add project

  Create a new project.

• Action
  Add task

  Create a new task in a tasklist.

• Action
  Add tasklist

  Create a new tasklist within a project.

• Action
  Add work report

  Logs a finished work report (time entry) directly on a Freelo task, for example to record hours after the fact.

• Action
  Delete project

  Soft-delete a project.

• Action
  Delete task

  Deletes a Freelo task (soft-delete); its subtasks are hidden too.

• Action
  Delete tasklist

  Soft-delete a tasklist.

• Action
  Find tasks

  Returns tasks whose name matches the search text, optionally narrowed by project, tasklist, assignee, state, labels, priority and date ranges.

• Action
  Get project

  Get a single project's detail by ID.

• Action
  Get task

  Get a single task's detail by ID.

• Action
  Get tasklist

  Get a single tasklist's detail by ID.

• Action
  List projects

  Lists the active projects owned by the connected user, each with its active tasklists. Projects you were only invited to, and archived or template projects, are not included.

• Action
  List tasks

  Lists the active (unfinished) tasks in a Freelo tasklist.

• Action
  List users

  Lists the coworkers who share at least one active project with you.

• Action
  Start time tracking

  Starts a time tracking timer for the connected Freelo user, optionally on a specific task. Only one timer can run at a time.

• Action
  Stop time tracking

  Stops your currently running Freelo timer and turns it into a work report.

• Action
  Update project

  Renames a Freelo project and/or changes its deadline. Fields left blank are not changed.

• Action
  Update task

  Updates an existing Freelo task. Only the values you fill in are changed; blank fields keep their current value.

• Action
  Update tasklist

  Edit a tasklist's fields.

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