Connect Doclift PDF and Hellotracks

Both apps 36Doclift PDF 12Hellotracks 24

• 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  marks a custom template unpublished.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
  Alert triggered

  Fires when a configured alert (late arrival, idle, zone entry/exit, low battery, etc.) triggers. Webhook key alert_triggered via /v1/webhooks or /api/setwebhooks (Hellotracks API).

• Trigger
  Completed Job

  Triggers when a job reaches a completed state.

• Trigger
  Member clocked in or out

  Fires when a worker turns location tracking on (clock-in) or off (clock-out) from the mobile app. Webhook key clock_in_out via /v1/webhooks or /api/setwebhooks (Hellotracks API).

• Trigger
  New Job

  Triggers when a job is created.

• Trigger
  Updated Job

  Triggers when a job is created, assigned, completed, archived, or otherwise updated.

• Action
  Add member

  Create a new team member (worker) account.

• Action
  Add place

  Create a new saved place/geofence.

• Action
  Archive Job

  Archives a job by ID.

• Action
  Auto-assign jobs

  Automatically assign a set of unassigned jobs to available members.

• Action
  Create Job

  Creates or updates a job. If External ID matches an existing job, the existing job is updated.

• Action
  Delete Job

  Deletes a job by ID.

• Action
  Delete member

  Delete a team member account.

• Action
  Distribute job

  Assign/distribute one or more jobs to members for dispatch.

• Action
  Find Job

  Finds a job by External ID.

• Action
  Find Member

  Finds a member by exact email, username, name, or UID.

• Action
  Generate report

  Generate a report (e.g. timesheet/activity) for a date range.

• Action
  Get company

  Get the authenticated company account's profile/settings.

• Action
  List places

  Get the company's saved places/geofences.

• Action
  Locate member

  Get a member's current/last known GPS location.

• Action
  Optimize route

  Compute an optimized route ordering for a member's assigned jobs.

• Action
  Restore job

  Restore a previously archived job.

• Action
  Update Job

  Updates a job by ID.

• Action
  Update member

  Edit an existing team member's fields.

• Action
  Update place

  Edit an existing saved place/geofence.

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