Connect Doclift PDF and Less Annoying CRM

Both apps 29Doclift PDF 12Less Annoying CRM 17

• 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  marks a custom template unpublished.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
  Contact Deletion

  Triggers when a contact is deleted.

• Trigger
  Form Submission

  Triggers when a form submission is received.

• Trigger
  Group Membership Addition

  Triggers when a contact is added to a group.

• Trigger
  Group Membership Deletion

  Triggers when a contact is removed from a group.

• Trigger
  New Contact

  Triggers when a new contact is created or a contact is updated.

• Trigger
  Pipeline Item Deletion

  Triggers when a pipeline item is deleted.

• Trigger
  Pipeline Item Status Update

  Triggers when a new pipeline item is added or its status is updated.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Contact Note

  Adds a note to a contact.

• Action
  Create Group Membership

  Adds a contact to a group.

• Action
  Create Pipeline Item

  Creates a new pipeline item.

• Action
  Create Task

  Creates a new task.

• Action
  Delete Group Membership

  Removes a contact from a group.

• Action
  Edit Contact

  Edit an existing contact. Blank fields will not be updated.

• Action
  Edit Pipeline Item

  Edit an existing pipeline item attached to a contact.

• Action
  Find Contact

  Search for contact by email, name, or LACRM Contact Id.

• Action
  Find Pipeline Item

  Search for a pipeline item.

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