Connect Doclift PDF to Moverbase

Both apps 31Doclift PDF 12Moverbase 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  marks a custom template unpublished.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 Invoice

  Creates a new invoice in Moverbase for a client's job, with dates and amounts.

• Action
  Create Job

  Creates a new moving job in Moverbase for a client, with date, start time, duration and contact details.

• Action
  Delete Client

  Deletes a Moverbase client by its ID.

• Action
  Delete Invoice

  Deletes a Moverbase invoice by its ID.

• Action
  Delete Job

  Deletes a Moverbase job by its ID.

• Action
  Delete Lead

  Deletes a Moverbase lead by its ID.

• Action
  Get Account

  Returns the connected Moverbase account's company details, regional settings and permissions.

• Action
  Get Client

  Returns one Moverbase client by its ID, with contact details, address, notes and referral source.

• Action
  Get Contractor

  Returns one Moverbase contractor by its ID, with contact details, fee type and cost.

• Action
  Get Invoice

  Returns one Moverbase invoice by its ID, with number, dates, total, amount paid and due, client and job.

• Action
  Get Job

  Returns one Moverbase job by its ID, with status, date and time, client, estimate and dispatch details.

• Action
  Get Lead

  Returns one Moverbase lead by its ID, with contact details, move origin and destination, size and referral source.

• Action
  Get Referral

  Returns one Moverbase referral source by its ID.

• Action
  List Contractors

  Returns a page of the Moverbase account's contractors, sorted by name.

• Action
  List Referrals

  Returns a page of the Moverbase account's referral sources (where leads heard about the company), sorted by name.

• Action
  Update Client

  Updates an existing Moverbase client; only the fields you supply are sent.

• Action
  Update Invoice

  Updates an existing Moverbase invoice; only the fields you supply are sent.

• Action
  Update Job

  Updates an existing Moverbase job; only the fields you supply are sent.

• Action
  Update Lead

  Updates an existing Moverbase lead; only the fields you supply are sent.

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