Connect Doclift PDF and McTime

Both apps 29Doclift PDF 12McTime 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  marks a custom template unpublished.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
  New Organization

  Triggered when a new organization is created in McTime.

• Action
  Add Assignment

  Adds a user to an organization with a role (or edits an existing assignment when an Assignment ID is given) in McTime.

• Action
  Add User

  Create (or edit, per vendor's add-or-edit semantics) a user.

• Action
  Create Client

  Creates a new client (an organization of type "client") in McTime.

• Action
  Create Organization

  Creates a new organization (project, client, branch, etc.) in McTime.

• Action
  Create Project

  Creates a new project in McTime. Projects are McTime organization units of type "project" that time entries can be booked against.

• Action
  Delete User

  Deletes a McTime user by ID. All of the user's time entries and payroll results are deleted too.

• Action
  Find Client

  Returns up to 50 McTime clients whose name contains the specified text.

• Action
  Find Organization

  Returns up to 50 organizations whose name contains the specified text.

• Action
  Find Project

  Returns up to 50 McTime projects whose name contains the specified text.

• Action
  Get Time Entry

  Retrieve a single McTime time entry by its ID.

• Action
  Get User

  Retrieves a single McTime user by id, including roles, address, export ids and employment details.

• Action
  List Assignments

  Lists a McTime user's assignments to organizations, grouped by role.

• Action
  List Time Entries

  Retrieve time entries within a date range, optionally filtered by user IDs.

• Action
  List Users

  Retrieves the users the authenticated McTime user is allowed to see, optionally filtered by user ids, organization, role and active status. Returns at most 20 users per page.

• Action
  Start Clocking

  Starts a running clock (stopwatch) for a McTime user. One user can have only one running clock at a time.

• Action
  Stop Clocking

  Stops the running McTime clock for a user, turning it into a normal time entry.

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