Connect Doclift PDF to Posh

Both apps 24Doclift PDF 12Posh 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  marks a custom template unpublished.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.

• Action
  Add blocked number

  Adds a phone number to a Posh account's block list.

• Action
  Add calendar event

  Adds a new event to your Posh calendar, optionally recurring.

• Action
  Add message note

  Adds a note to a Posh message.

• Action
  Create Contact

  Creates a contact in Posh, optionally with an email address and a phone number.

• Action
  Create Email Assist

  Submits an email assist request asking the Posh receptionist team to handle a task for you.

• Action
  Delete contact

  Deletes a contact from your Posh account.

• Action
  Get account

  Returns a Posh account record, including its billing details, phone numbers, invoices and users.

• Action
  List calendar events

  Returns the signed-in user's calendar events, optionally limited to a start and end date range.

• Action
  List contacts

  Returns all contacts of the signed-in Posh user, including their contact methods.

• Action
  List messages

  Returns messages taken for you (and optionally an account or location) within a date range, plus text conversations.

• Action
  Send SMS

  Sends an SMS text message from one of your Posh phone numbers to a destination number.

• Action
  Update contact

  Updates an existing contact's name, title or business.

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