Connect Doclift PDF and LeadSquared

Both apps 28Doclift PDF 12LeadSquared 16

• 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  marks a custom template unpublished.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
  Lead Stage Changed

  Triggers when a lead moves to a different stage.

• Trigger
  New Lead

  Triggers when a new lead is created in LeadSquared.

• Trigger
  Updated Lead

  Triggers when a lead is created or any of its fields change.

• Action
  Add Lead to Static List

  Adds a lead to a static list.

• Action
  Create or Update Lead

  Creates a new lead, or updates the existing lead with the same email address.

• Action
  Create Task on Lead

  Creates a task or appointment on a lead.

• Action
  Delete Lead

  Deletes a lead.

• Action
  Find Lead

  Finds an existing lead by email address and returns its fields.

• Action
  Find Lead by Phone

  Finds an existing lead by phone number and returns its fields.

• Action
  Find Lead (New)

  Searches leads by name, email, phone, company, city or country and returns every match.

• Action
  Get Activity Details

  Returns the details and field values of one activity.

• Action
  Get Lead by ID

  Returns a lead and all of its fields by lead id.

• Action
  List Activity Types

  Returns every activity type in the account with its numeric event code.

• Action
  List Lists

  Returns all lead lists with their type and member count.

• Action
  Post a Sales Activity to a Lead

  Posts a sales activity (a product sale, open, won or lost) on a lead.

• Action
  Update Lead

  Updates the given fields on an existing lead; fields left blank are unchanged.

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