Connect Doclift PDF to Retently

Both apps 28Doclift PDF 12Retently 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  marks a custom template unpublished.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
  Apply Tag to Response

  Adds a tag to a survey response.

• Action
  Apply Topic to Response

  Adds a topic to a survey response.

• Action
  Create or Update Customer

  Creates a Retently customer, or updates the existing customer with the same email address, including tags and custom properties.

• Action
  Delete Customer

  Deletes a customer and all their associated data from Retently, identified by email address.

• Action
  Find Company

  Finds a Retently company by its website domain (or company ID) and returns its full record.

• Action
  Find Customer by Email

  Returns up to 20 Retently customers that match the specified email address.

• Action
  Get campaign report

  Returns NPS/CX score and response-volume report data for a campaign over a date range.

• Action
  Get Company

  Fetches a company by ID. An error occurs if the company is not found.

• Action
  Get Customer

  Fetches a customer by ID. An error occurs if the customer is not found.

• Action
  Get feedback

  Retrieves a single survey response (feedback) by its Retently ID.

• Action
  Get latest score

  Returns the most recent NPS/CX score snapshot for the account or a given campaign.

• Action
  List Campaigns

  Lists the survey campaigns in the Retently account.

• Action
  List Companies

  Returns all companies in the Retently account, with industry, tags, NPS/CSAT/CES metrics and customer counts.

• Action
  List Customers

  Returns the account's customers, optionally narrowed by email, creation date range or a customer property filter.

• Action
  Resubscribe customer

  Resubscribes a customer that was previously unsubscribed by the account owner via the API or in-app.

• Action
  Unsubscribe Customer

  Unsubscribes a customer from receiving future Retently surveys, optionally recording an opt-out message.

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