Connect Doclift PDF to Mercury

Both apps 29Doclift PDF 12Mercury 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  marks a custom template unpublished.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.

• Action
  Add customer

  Creates a new Accounts Receivable customer in Mercury that you can invoice.

• Action
  Add internal transfer

  Transfers funds between two Mercury accounts in the same organization and returns the paired debit and credit transactions.

• Action
  Add recipient

  Creates a new payment recipient in Mercury, with optional ACH, wire, real-time payment or check details.

• Action
  Get invoice

  Returns the details of a Mercury invoice, including its customer, amount, status, dates and line items.

• Action
  Get organization

  Returns your Mercury organization's details, including legal business name, EIN, DBAs and subscription tier.

• Action
  Get recipient

  Returns the details of a Mercury payment recipient, including name, emails, default payment method and routing information.

• Action
  Get transaction

  Returns a single Mercury transaction by its ID, including amount, status, counterparty, attachments and related transactions.

• Action
  List accounts

  Returns all Mercury bank accounts in your organization, including balances, account and routing numbers, and status.

• Action
  List account statements

  Returns the monthly statements for a Mercury checking or savings account, optionally limited to a date range.

• Action
  List categories

  Returns the organization's custom expense categories used to classify transactions.

• Action
  List customers

  Returns the accounts receivable customers on your Mercury account (up to 1000).

• Action
  List invoices

  Returns the accounts receivable invoices in your Mercury organization, up to 1,000 at a time.

• Action
  List recipients

  Returns the payment recipients saved in your Mercury account (up to 1000).

• Action
  List transactions

  Returns transactions across all Mercury accounts, optionally filtered by date, status, account, card, category or search text.

• Action
  Send money

  Sends money from a Mercury account to a saved recipient by ACH, check, domestic wire or real-time payment. Returns the created transaction.

• Action
  Update recipient

  Updates an existing payment recipient's name, contact details and payment routing information.

• Action
  Update transaction

  Updates the note and/or category of an existing Mercury transaction.

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