Connect Doclift PDF to Leexi

Both apps 32Doclift PDF 12Leexi 20

• 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  marks a custom template unpublished.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 meeting event

  Create a meeting event (schedule a meeting to be recorded).

• Action
  Add team

  Create a team in your Leexi workspace.

• Action
  Add user

  Creates a user in your Leexi workspace. Requires the write_users permission scope on the API key.

• Action
  Delete meeting event

  Deletes a Leexi meeting event. Requires the write_meeting_events permission scope on the API key.

• Action
  Delete team

  Delete a team of the workspace.

• Action
  Delete user

  Deactivates a Leexi user. Leexi never permanently deletes users: their calls and history are kept, sessions are revoked and they stop consuming a license. Deactivating an already inactive user still succeeds.

• Action
  Get call

  Get a single Leexi call or meeting, including its topics, AI summary prompts, tasks and transcript.

• Action
  Get call note

  Retrieve a single call note.

• Action
  Get meeting event

  Retrieve a single meeting event.

• Action
  Get team

  Retrieve a single team of the workspace.

• Action
  Get user

  Retrieve a single user of the workspace.

• Action
  Launch meeting assistant

  Sends the Leexi meeting assistant (bot) into a meeting event, or stops the bot that is already running.

• Action
  List call notes

  List call notes for a given call.

• Action
  List calls

  List the calls and meetings the API key can access, newest first by default, with optional filters on date, source, owner, participants, conversation type and customer contact.

• Action
  List teams

  List all teams in your Leexi workspace.

• Action
  List users

  List all users in your Leexi workspace.

• Action
  Request presigned recording upload URL

  Requests a presigned URL for uploading a call recording before creating the call with Add call. Requires the write_calls permission scope on the API key.

• Action
  Update call note

  Updates the translated text of a call note for one language. The original note text is not modified. Requires the write_calls permission on the API key.

• Action
  Update team

  Update the name or active status of a team in your Leexi workspace. Only the values you fill in are changed.

• Action
  Update user

  Updates a Leexi user. Only the fields you fill in are changed.

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