Connect Doclift PDF and Partnero

Both apps 32Doclift PDF 12Partnero 20

• 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  marks a custom template unpublished.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
  Customer Created

  Triggers when a new customer is created in Partnero.

• Trigger
  Customer Deleted

  Triggers when a customer is deleted in Partnero.

• Trigger
  Customer Updated

  Triggers when a customer is updated in your Partnero program.

• Trigger
  Partner Created

  Triggers when a new partner is created in your Partnero program.

• Trigger
  Partner Deleted

  Triggers when a partner is deleted from your Partnero program.

• Trigger
  Partner Updated

  Triggers when a partner is updated in your Partnero program.

• Trigger
  Transaction Created

  Triggers when a new transaction is recorded in your Partnero program.

• Trigger
  Transaction Deleted

  Triggers when a transaction is deleted (refunded) in Partnero.

• Action
  Archive Partner

  Archives (soft-deletes) a partner so they lose portal access; the partner can be restored later.

• Action
  Create a New Customer

  Creates a customer in your Partnero affiliate program and attributes them to a partner for commission tracking.

• Action
  Create a New Partner

  Creates a new affiliate partner in your Partnero program and returns the partner record, including its referral link.

• Action
  Create a New Transaction

  Records a sales transaction for a customer so Partnero calculates the referring partner's commission. Can optionally create the customer in the same call.

• Action
  Delete Existing Customer

  Deletes an existing customer from your Partnero program by their customer key.

• Action
  Delete Existing Partner

  Deletes an existing partner from your Partnero program.

• Action
  Delete Existing Transaction

  Deletes an existing transaction in your Partnero program by its key.

• Action
  Find Partner

  Finds a partner in your Partnero program by partner ID and returns their details, referral statistics, commissions and referral links.

• Action
  Get Transaction

  Returns a single transaction by its key.

• Action
  Restore Partner

  Restores a previously archived partner and reactivates their portal access.

• Action
  Update Existing Customer

  Updates an existing customer's name, email, key or tags in your Partnero program.

• Action
  Update Existing Partner

  Updates an existing partner's name, email, password, referral key or tags in your Partnero program.

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