Connect Doclift PDF to Ironclad

Both apps 25Doclift PDF 12Ironclad 13

• 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  marks a custom template unpublished.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
  Create Record

  Creates a new contract record in Ironclad with the record type, name and metadata properties you provide, and returns the new record.

• Action
  Create Workflow Comment

  Posts a comment to a workflow's activity feed in Ironclad, optionally replying to an existing comment or @-mentioning users.

• Action
  Delete Record

  Deletes an existing record from the Ironclad repository.

• Action
  Find a Record

  Finds contract records in Ironclad by search text or filter formula and returns the matching records.

• Action
  Find a Workflow

  Returns up to 100 workflows that match the search text, filter formula, status, template or last-updated date you specify.

• Action
  Get record

  Returns a single Ironclad record with its properties, attachments, links and contract status.

• Action
  Get workflow

  Returns one Ironclad workflow, including its attributes, current step, status, roles, and approval and signature state. An error occurs if the workflow is not found.

• Action
  Get Workflow Approvals

  Returns the approval groups and approver roles on an Ironclad workflow, with each reviewer's status.

• Action
  Launch New Workflow

  Launches a new Ironclad workflow from a published workflow template and returns the launched workflow.

• Action
  Send signature request

  Sends the signature packet of an Ironclad workflow out for signature and returns the workflow's resulting sign status and signers.

• Action
  Update Record

  Updates an existing Ironclad contract record: changes its name or type, sets or removes properties, and manages its links, parent and child records.

• Action
  Update Workflow

  Updates the attributes of an Ironclad workflow that is in the Review step, setting or clearing values, and returns the updated workflow.

• Action
  Update Workflow Approval

  Sets an approver role's approval status on a workflow to approved or pending. Works only during the Review step, when that role's approval group is active.

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