Connect Doclift PDF and Pipeliner

Both apps 35Doclift PDF 12Pipeliner 23

• 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  marks a custom template unpublished.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 account

  Fires when a new Account is created in Pipeliner.

• Trigger
  New contact

  Fires when a new Contact is created in Pipeliner.

• Trigger
  New lead

  Fires when a new Lead is created in Pipeliner.

• Trigger
  New opportunity

  Fires when a new Opportunity is created in Pipeliner.

• Trigger
  Updated opportunity

  Fires when an Opportunity is updated in Pipeliner.

• Action
  Add account

  Adds a new account

• Action
  Add contact

  Create a new Contact record.

• Action
  Add lead

  Create a new Lead record.

• Action
  Add note

  Adds a note to an account, contact, lead, opportunity, project, quote or custom entity record in Pipeliner.

• Action
  Add opportunity

  Create a new Opportunity record.

• Action
  Add product

  Create a new Product record.

• Action
  Delete account

  Deletes a Pipeliner account by its id.

• Action
  Delete contact

  Remove Contact with given id.

• Action
  Find accounts by name

  Returns up to 30 accounts whose name matches the specified name.

• Action
  Find contacts by email

  Returns up to 30 contacts whose primary email matches the specified email.

• Action
  Get account

  Retrieves a single account by its id.

• Action
  Get contact

  Return Contact with given id.

• Action
  Get lead

  Return Lead with given id.

• Action
  Get opportunity

  Return Opportunity with given id.

• Action
  Update account

  Update an existing Account record.

• Action
  Update contact

  Update an existing Contact record.

• Action
  Update lead

  Update an existing Lead record.

• Action
  Update opportunity

  Update an existing Opportunity record.

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