Connect Doclift PDF and Pipefile

Both apps 23Doclift PDF 12Pipefile 11

• 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  marks a custom template unpublished.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
  File Request Created

  Triggers when a file request is created.

• Action
  Add File Request From Template

  Create a new file request from an existing template for one recipient (name/email/phone), optionally on behalf of a team member via X-Pipefile-On-Behalf-Of.

• Action
  Create Contact

  Add to contacts

• Action
  Delete Contact

  Delete a contact by id. Returns 204 No Content on success.

• Action
  Get Contact

  Retrieve one contact by id.

• Action
  Get File Request

  Retrieve detailed information about one file request by id, including contents, items, files, and tracking events.

• Action
  List Contacts

  Retrieve a paginated list of contacts, filterable by name/email/phone partial match.

• Action
  List File Request Templates

  Retrieve the list of file request templates available for creating new file requests, with optional name search.

• Action
  Search File Requests

  Finds all file requests matching this search query (contact name, email, tags, etc).

• Action
  Send Request

  Create and send a new request

• Action
  Update Contact

  Update name/email/phone of an existing contact by id.

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