Connect Doclift PDF and MeisterTask

Both apps 30Doclift PDF 12MeisterTask 18

• 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  marks a custom template unpublished.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 Attachment

  Triggers when a new file is attached to any task in the project you pick. Returns the attachment's name, type and download link along with the task it belongs to.

• Trigger
  New Checklist Item

  Triggers when a new checklist item is added to any task in the project you pick. Returns the item's text and status along with the checklist and task it belongs to.

• Trigger
  New Comment

  Triggers when a new comment is posted on any task in the project you pick. Returns the comment text and author along with the task it was posted on.

• Trigger
  New Label

  Triggers when a new label is created in the project you pick. Returns the label's name and color.

• Trigger
  New Person

  Triggers when a new person joins your MeisterTask account. Returns their name, email address and when they were added.

• Trigger
  New Project

  Triggers when a new project is created in your MeisterTask account. Returns the project's name, notes and status.

• Trigger
  New Section

  Triggers when a new section (column) is added to the project you pick. Returns the section's name, color and work-in-progress limit.

• Trigger
  New Task

  Triggers when a new task is created in the project you pick. Returns the task's title, notes, section and assignee.

• Trigger
  New Task Label

  Triggers when a label is added to any task in the project you pick. Returns the label's name and color along with the task it was added to.

• Action
  Create Attachment

  Uploads a file and attaches it to a MeisterTask task. Returns the new attachment's ID, name and download link.

• Action
  Create Label

  Creates a new label in a MeisterTask project. Returns the label's ID, name and color.

• Action
  Create Task

  Creates a new task in a MeisterTask section. Returns the task's ID, title, section and project.

• Action
  Create Task Label

  Adds an existing project label to a MeisterTask task. Returns the link between the task and the label.

• Action
  Find Attachment

  Finds an attachment on a MeisterTask task by name. Returns whether a match was found along with the attachment's ID, name and download link.

• Action
  Find Label

  Finds a label in a MeisterTask project by name. Returns whether a match was found along with the label's ID and color.

• Action
  Find Person

  Finds a person in your MeisterTask account by email address or full name. Returns whether a match was found along with the person's ID, name and email.

• Action
  Find Task

  Finds a task in a MeisterTask project by title, optionally limited to one section. Returns whether a match was found along with the task's ID, section and assignee.

• Action
  Update Task

  Updates a MeisterTask task. Only the values you supply are changed — anything you leave blank keeps its current value.

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