Connect Doclift PDF to Planado

Both apps 27Doclift PDF 12Planado 15

• 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  marks a custom template unpublished.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 Client

  Creates a client in Planado — either an organization or an individual person.

• Action
  Add Site

  Create a new site.

• Action
  Create Job

  Creates a new job

• Action
  Delete Client

  Removes a client from Planado, identified by its UUID or its external ID.

• Action
  Delete Job

  Removes a job from Planado.

• Action
  Delete Site

  Removes a site (client address) from Planado.

• Action
  Get Client

  Retrieves a single Planado client (organization or individual) by its UUID or external ID.

• Action
  Get Job

  Retrieve a single Planado job by its ID or external ID.

• Action
  Get Site

  Retrieves a Planado site by its UUID or external ID.

• Action
  Get User

  Retrieves a Planado user by UUID or email address.

• Action
  List Clients

  Lists clients (organizations and individuals) from newest to oldest, optionally filtered by last-updated time.

• Action
  List Users

  Lists the users in the Planado account, ordered from oldest to newest.

• Action
  Update Client

  Updates an existing Planado client (organization or individual). If the id given is an external id that Planado does not have yet, Planado creates a new client with it.

• Action
  Update Job

  Update fields on an existing job.

• Action
  Update Site

  Updates an existing site in Planado. Only the fields you fill in are changed. If the site id is an external id that does not exist yet, Planado creates a new site with it.

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