Connect Doclift PDF to Meisterplan

Both apps 31Doclift PDF 12Meisterplan 19

• 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  marks a custom template unpublished.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 or Update Actual Time Worked

  Records the hours a resource or role actually worked on a project for a given date, updating the existing entry if one is already there. Returns the stored entry.

• Action
  Create or Update Allocation

  Allocates a resource or role to a project for a date range, updating the existing allocation if one is already there. Returns the allocation with its resulting segments.

• Action
  Create or Update a Project's Tool Link

  Links a Meisterplan project to the matching project in a task management tool, updating the link if one already exists. Returns the stored link.

• Action
  Create or Update Resource Absence

  Records an absence for a resource over a date range, so the time is taken out of their availability. Returns the stored absence.

• Action
  Create or Update Tasks of a Project's Tool Link

  Pushes a task from a linked task management tool onto a Meisterplan project, updating it if the task key is already there.

• Action
  Create Project

  Creates a project in a Meisterplan scenario, including its dates, budgets and custom fields. Returns the new project.

• Action
  Create Resource

  Adds a person to the Meisterplan resource pool, with their role, calendar, cost rate and org placement. Returns the new resource.

• Action
  Create Role

  Creates a role in Meisterplan that resources can be assigned to and projects can be allocated against. Returns the new role.

• Action
  Find a Resource or Role

  Returns the resources and roles whose key, name or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.

• Action
  Find a Team, Resource or Role

  Returns the teams, resources and roles whose name, key or email matches the text you supply. Meisterplan has no server-side search on these collections, so the match is made after fetching them.

• Action
  Find Project by Key

  Returns the project in a scenario that carries the project key you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.

• Action
  Find Project by Name

  Returns the projects in a scenario whose name contains the text you supply. Meisterplan has no server-side project search, so the match is made after fetching the scenario's projects.

• Action
  Find Resource by Email

  Returns the resource whose email address matches the one you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.

• Action
  Find Resource by Key

  Returns the resource carrying the resource key you supply. Meisterplan has no server-side resource search, so the match is made after fetching the resource pool.

• Action
  Find Role by Name

  Returns the role carrying the name you supply. Meisterplan has no server-side role search, so the match is made after fetching the roles.

• Action
  Find Task by Key

  Returns the task on a project's tool link that carries the task key you supply. Meisterplan has no server-side task search, so the match is made after fetching the project's tasks.

• Action
  Update Project

  Updates a project in a Meisterplan scenario — its dates, budgets, status and custom fields. Only the values supplied are changed. Returns the updated project.

• Action
  Update Resource

  Updates a person in the Meisterplan resource pool — their name, role, calendar, cost rate and org placement. Only the values supplied are changed. Returns the updated resource.

• Action
  Update Role

  Updates a role in Meisterplan — its name, cost rate and org placement. Only the values supplied are changed. Returns the updated role.

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