Connect Doclift PDF and Inistate

Both apps 27Doclift PDF 12Inistate 15

• 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  marks a custom template unpublished.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
  Activity Performed

  Triggers when an activity is performed on an entry in the chosen module, detected as a change to the entry's last-updated time.

• Trigger
  Changed Information

  Triggers when an entry's information in an Inistate module is changed.

• Trigger
  Changed State

  Triggers when an entry in the selected Inistate module moves to a different workflow state.

• Trigger
  Information Due

  Triggers when an entry in the chosen module reaches its due date.

• Trigger
  New Entry

  Triggers when a new entry is created in the selected Inistate module.

• Trigger
  Updated Entry

  Triggers when an entry in the selected module is created or changed.

• Action
  Create Entry

  Creates a new entry in an Inistate module with the field values you supply.

• Action
  Delete Entry

  Deletes an entry from an Inistate module.

• Action
  Duplicate Entry

  Creates a copy of an existing entry in an Inistate module.

• Action
  Edit Entry

  Edits an existing entry in an Inistate module, updating the field values you supply.

• Action
  Get Activity Form

  Returns the fields an Inistate activity asks for (such as the create form, or the Reject form on an entry), with each field's id, name, type and options.

• Action
  List Entries

  Returns entries from an Inistate module, optionally narrowed to one of the module's listings.

• Action
  List Modules

  Returns the modules (record types such as Leave Request or Expense Claim) set up in an Inistate workspace.

• Action
  List Workspaces

  Returns the Inistate workspaces the connected user belongs to, with each workspace's id and name.

• Action
  Perform Activity

  Runs an activity (such as Submit, Approve or Reject) on an existing Inistate entry, moving it through its workflow.

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