Connect Doclift PDF and G2 Crowd

Both apps 31Doclift PDF 12G2 Crowd 19

• 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  marks a custom template unpublished.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 Review

  Triggers when a new review is published for one of your G2 products.

• Trigger
  New Visit Event

  Triggers when G2 records new buyer-intent activity (a company researching your product, by day).

• Action
  Add Product

  Submits a new product listing to G2 for review, the same as the Add a Product wizard. Returns the created product.

• Action
  Add Product mapping

  Creates a mapping between your own product identifier and a G2 product.

• Action
  Find Products

  Searches G2 product listings whose name contains the given text.

• Action
  Get Category

  Returns a single G2 category by its UUID or slug, optionally with its related products, parent, children, ancestors or descendants.

• Action
  Get Current User

  Returns the G2 user that owns the API token, with their ID and email.

• Action
  Get Product

  Returns one G2 product listing, including its name, slug, domain, G2 page URL and review count.

• Action
  Get Product ratings

  Returns a G2 product's satisfaction ratings, such as ease of use, quality of support and ease of setup.

• Action
  Get Question

  Returns a single G2 review question by its ID, including its title, text, type and whether it is required.

• Action
  List Buyer intent

  Returns buyer intent activity for one of your G2 products, grouped by the dimensions and measures you choose (companies, visitors, days, signal types).

• Action
  List Categories

  Returns G2 software categories.

• Action
  List Competitors

  Returns the products G2 lists as competitors of a given product.

• Action
  List Discussions

  Returns the discussions (community questions) posted about a G2 product, up to 250 per call.

• Action
  List Medals

  Returns the G2 medals (badges) awarded to a product, optionally filtered by season, year or category.

• Action
  List Product Features

  Returns the features of a G2 product, with ratings, review counts and categories.

• Action
  List Product mappings

  Returns the mappings between G2 products and your own external product IDs, optionally filtered by product, external ID or dates.

• Action
  List Product Reviews

  Returns reviews written about one of your G2 products.

• Action
  List Questions

  Returns the list of G2 review questions, optionally filtered by created or updated date.

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