Connect Doclift PDF and Plecto

Both apps 24Doclift PDF 12Plecto 12

• 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  marks a custom template unpublished.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 Registration

  Triggers when a new registration is added to the chosen data source.

• Action
  Create Data Source

  Creates a new API data source with one field. More fields can be added in Plecto's data source settings.

• Action
  Create Member

  Creates an employee in Plecto, without login access unless an invite is requested.

• Action
  Create Team

  Creates a team in Plecto.

• Action
  Delete Registration

  Permanently deletes one registration from a data source.

• Action
  Find Members

  Returns employees, optionally only the one with a given external system and ID.

• Action
  Get Registration

  Returns one registration from a data source.

• Action
  List Dashboards

  Returns the organization's dashboards.

• Action
  List Data Sources

  Returns the organization's data sources with their fields.

• Action
  List Registrations

  Returns registrations, optionally filtered by data source, date range or external ID.

• Action
  List Teams

  Returns all teams in the organization.

• Action
  Update Registration

  Updates an existing registration in a data source.

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