Connect Doclift PDF to InfoLobby

Both apps 26Doclift PDF 12InfoLobby 14

• 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  marks a custom template unpublished.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.

• Action
  Add File

  Uploads a file (base64 content) and appends it to a file field on an InfoLobby record. Existing attachments on the field are kept.

• Action
  Add Table

  Create a new table in a space.

• Action
  Add Task

  Creates a task attached to a record in an InfoLobby table.

• Action
  Create Comment

  Posts a comment on an InfoLobby record, optionally with file attachments and without notifying the record's followers.

• Action
  Create Record

  Creates a new record in an InfoLobby table.

• Action
  Delete a Record

  Deletes a record from an InfoLobby table.

• Action
  Delete File

  Removes one attachment from a file field on a record. Other attachments on the field and on other file fields are untouched.

• Action
  Filter Table Records

  Returns the records in an InfoLobby table that match the given filters, search term or saved view.

• Action
  Get Record

  Fetches a record by ID from an InfoLobby table. An error occurs if the record is not found.

• Action
  Get Table

  Returns a table's metadata and its field definitions (schema).

• Action
  List Spaces

  Lists every workspace (space) the connected API key has access to.

• Action
  List Tables

  Returns all tables in an InfoLobby workspace (space).

• Action
  Query Table Records

  Query and filter the records of an InfoLobby table, returning one page of up to 100 matching rows.

• Action
  Update a Record

  Updates an existing record in an InfoLobby table by ID. Only the fields you supply are changed.

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