Connect Doclift PDF to Piriod

Both apps 35Doclift PDF 12Piriod 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  marks a custom template unpublished.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.

• Action
  Add contact

  Creates a contact person in Piriod, optionally linked to a customer, who can receive invoice emails and collection reminders.

• Action
  Add coupon

  Creates a discount coupon in Piriod that can be applied to invoices or invoice lines.

• Action
  Add credit note

  Creates a draft credit note that adjusts an existing invoice.

• Action
  Add customer

  Creates a customer in Piriod with their name, address, country and billing preferences.

• Action
  Add invoice

  Creates a draft invoice for a customer with the given lines. Totals are computed by Piriod; finalize it separately to issue it.

• Action
  Add payment

  Creates a payment in Piriod, optionally applied to an invoice, customer or subscription.

• Action
  Add product

  Creates a product in Piriod, which plans can then be priced under.

• Action
  Add subscription

  Creates a recurring subscription for a customer, billing one or more plans on a schedule.

• Action
  Add usage

  Records a usage quantity against a metered subscription line in Piriod.

• Action
  Cancel subscription

  Cancels a Piriod subscription. A subscription with no finalized invoices is deleted outright instead.

• Action
  Delete customer

  Deletes a customer, or archives it when it has invoices, subscriptions or payment history.

• Action
  Finalize invoice

  Finalizes a draft or pending invoice, submitting it to the tax agency where applicable and locking it. Returns the finalized invoice.

• Action
  Get coupon

  Returns a single coupon by its id, including its discount amount, duration and status.

• Action
  Get credit note

  Returns a single credit note, including its lines, amounts and status.

• Action
  Get customer

  Returns a single customer by its id, including address, tax details, contacts, payment sources and balance totals.

• Action
  Get invoice

  Returns a single invoice by its id, including its lines, totals, status and linked payments.

• Action
  Get subscription

  Returns a subscription by its id, including its customer, plan lines, addons, billing dates and status.

• Action
  List payments

  Returns a page of payments in your Piriod workspace, optionally filtered by customer, invoice, status, amount, currency or date.

• Action
  List products

  Returns the products in your Piriod workspace, optionally filtered by name or plan.

• Action
  List usages

  Returns usage records posted against metered subscription lines, optionally filtered by subscription line, date-time or quantity.

• Action
  Update customer

  Updates an existing Piriod customer, changing only the details you fill in.

• Action
  Update invoice

  Updates a draft invoice: change its customer, dates, collection method, lines, discounts or notes. Only draft invoices can be updated.

• Action
  Update subscription

  Updates an existing Piriod subscription, such as its customer, plans, billing dates, collection method or coupon. Only the fields you fill in are changed.

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