Connect Doclift PDF and Partial.ly

Both apps 29Doclift PDF 12Partial.ly 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  marks a custom template unpublished.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 Customer

  Triggers when a new customer is created in Partial.ly.

• Trigger
  New Payment Plan (Polling)

  Triggers when a new payment plan is created in Partial.ly.

• Trigger
  New Refund

  Triggers when a payment is refunded in Partial.ly.

• Action
  Add a Line Item

  Adds a line item to a Partial.ly payment plan.

• Action
  Create a Customer

  Creates a customer in Partial.ly and returns the new customer record.

• Action
  Delete a Payment Plan

  Deletes a Partial.ly payment plan.

• Action
  Find a Payment Plan

  Returns one Partial.ly payment plan by ID.

• Action
  Find Customers

  Searches Partial.ly customers by name or email and returns the matches.

• Action
  Get a Customer

  Returns one Partial.ly customer by ID.

• Action
  Get an Offer

  Returns one Partial.ly offer (payment plan template) by ID.

• Action
  Get a Payment

  Returns one Partial.ly payment by ID.

• Action
  List Payment Plans

  Returns Partial.ly payment plans, optionally filtered by status or customer.

• Action
  List Payments

  Returns Partial.ly payments, optionally for one payment plan.

• Action
  Refund a Payment

  Refunds all or part of a Partial.ly payment and returns the refund.

• Action
  Send Plan Request Email

  Emails the customer a request to open the payment plan.

• Action
  Update a Customer

  Updates an existing Partial.ly customer and returns the updated record.

• Action
  Update a Payment Plan

  Updates an existing Partial.ly payment plan.

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