Connect Doclift PDF and Ploomes

Both apps 34Doclift PDF 12Ploomes 22

• 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  marks a custom template unpublished.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 contact

  Triggers when a new contact (person or company) is created in Ploomes.

• Trigger
  New deal

  Triggers when a new deal is created in Ploomes.

• Trigger
  New task

  Triggers when a new task is created in Ploomes.

• Action
  Add contact

  Creates a contact (a person or a company) in Ploomes and returns the new contact record.

• Action
  Add deal

  Creates a deal in Ploomes for a client, with its title, stage, owner, amount and custom field values.

• Action
  Add interaction record

  Creates an interaction record (a note, call or email log) on a Ploomes contact or deal.

• Action
  Add product

  Creates a product in your Ploomes account and returns the new product.

• Action
  Add quote

  Creates a quote (proposal) on a deal in Ploomes from a document template, optionally with product sections and custom field values.

• Action
  Add task

  Creates a task in Ploomes, optionally linked to a contact or deal.

• Action
  Delete contact

  Deletes a contact (person or company) from your Ploomes account.

• Action
  Delete deal

  Deletes a deal from your Ploomes account.

• Action
  Find contacts by criteria

  Returns the Ploomes contacts (people and companies) that match the criteria you give.

• Action
  Find deals by criteria

  Returns the deals that match the criteria you give, such as a title, stage or customer.

• Action
  Find interaction records by criteria

  Returns the interaction records (activity history entries) that match the criteria you give.

• Action
  Find tasks by criteria

  Returns the tasks that match the criteria you specify, such as title, contact or deal.

• Action
  Finish task

  Marks a Ploomes task as finished.

• Action
  Get quote

  Returns a single quote (proposal) by its ID, including its custom field values.

• Action
  Lose deal

  Marks a Ploomes deal as lost with the chosen loss reason and returns the updated deal.

• Action
  Update contact

  Updates an existing Ploomes contact (person or company). Only the fields you fill in are changed.

• Action
  Update deal

  Updates an existing deal in Ploomes. Only the fields you fill in are changed.

• Action
  Update task

  Updates an existing task in Ploomes. Only the fields you fill in are changed.

• Action
  Win deal

  Marks a Ploomes deal as won and returns the updated deal.

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