Connect Doclift PDF to Pointerpro

Both apps 28Doclift PDF 12Pointerpro 16

• 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  marks a custom template unpublished.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 in Pointerpro, or updates the existing contact with the same email address.

• Action
  Add contact list

  Creates a new contact list in Pointerpro.

• Action
  Add contacts to contact list

  Adds one or more contacts to one or more Pointerpro contact lists.

• Action
  Add user

  Creates a user in your Pointerpro team with the given name, email, role and permissions.

• Action
  Delete contact

  Deletes a contact from your Pointerpro account.

• Action
  Delete contact list

  Deletes a contact list from your Pointerpro account.

• Action
  Get contact

  Returns a single contact (respondent) by its unique identifier, including name, email, language and custom fields.

• Action
  Get contact list

  Returns a contact list's name, integration id and unique identifier.

• Action
  Get survey

  Returns a survey (questionnaire) with its question blocks, questions, custom fields, outcomes and formulas.

• Action
  Get survey response

  Returns a single survey response, including the respondent, each question's answer, scores and outcomes.

• Action
  List contacts in contact list

  Returns the contacts that belong to a Pointerpro contact list.

• Action
  List survey responses

  Returns the responses submitted to a survey, optionally limited to a date range.

• Action
  Send email invitation

  Sends a Pointerpro survey email invitation to one or more contacts.

• Action
  Send report email

  Emails a Pointerpro report, generated from a report template for a given survey response.

• Action
  Update Contact

  Updates an existing Pointerpro contact's name, email, language and other details.

• Action
  Update contact list

  Updates the name or integration ID of an existing Pointerpro contact list.

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