Connect Doclift PDF and GorillaDesk

Both apps 33Doclift PDF 12GorillaDesk 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  marks a custom template unpublished.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 Customer

  Triggers when a new customer is added in GorillaDesk.

• Trigger
  New Lead

  Triggers when a new inbound lead arrives in GorillaDesk.

• Action
  Add Customer

  Creates a new customer in GorillaDesk with their service location.

• Action
  Add Customer Location

  Adds a new service location to an existing GorillaDesk customer.

• Action
  Get Customer

  Returns one GorillaDesk customer by ID.

• Action
  Get Estimate

  Returns one GorillaDesk estimate by ID.

• Action
  Get Invoice

  Returns one GorillaDesk invoice by ID.

• Action
  Get Job

  Returns one GorillaDesk job by ID.

• Action
  Get Payment

  Returns one GorillaDesk payment by ID.

• Action
  Get schedule

  Returns one schedule (technician route) in your GorillaDesk company, including its name, nickname and assigned user.

• Action
  List customer credits

  Returns customer credits, with each credit's original value, remaining balance, issue date and payment method. Optionally filtered to one customer.

• Action
  List Customers

  Returns a page of GorillaDesk customers, optionally filtered by account number or status.

• Action
  List estimates

  Returns the estimates in your GorillaDesk company, optionally filtered by customer, job, status, signature status, date range or estimate number.

• Action
  List invoices

  Returns invoices in your GorillaDesk company, optionally filtered by customer, job, status, state, signature status, date range or invoice number.

• Action
  List jobs

  Returns jobs in your GorillaDesk account, optionally filtered by customer, date range, keyword or schedule.

• Action
  List payments

  Returns payments recorded in GorillaDesk, optionally filtered by customer, invoice, status or payment date.

• Action
  List recurring invoices

  Returns the recurring invoices (invoice schedules for jobs) in your GorillaDesk company, optionally filtered by customer, job, keyword or start date.

• Action
  List schedules

  Returns the schedules (technician routes) set up in your GorillaDesk company, with each schedule's assigned user.

• Action
  List services

  Returns the service templates (such as "Monthly Service") set up in your GorillaDesk account that can be booked as jobs.

• Action
  List users

  Returns the users (admins and technicians) in your GorillaDesk company.

• Action
  Update Customer

  Updates an existing GorillaDesk customer's name, company, email or account number.

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