Connect Doclift PDF to RotaCloud

Both apps 35Doclift PDF 12RotaCloud 23

• 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  marks a custom template unpublished.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
  Assign User to Location

  Adds a RotaCloud user to a location, keeping the locations they are already assigned to.

• Action
  Assign User to Role

  Adds a role to a RotaCloud user's roles, keeping the roles they already have.

• Action
  Create Leave

  Creates leave within RotaCloud.

• Action
  Create Location

  Creates a location within RotaCloud.

• Action
  Create Role

  Creates a role within RotaCloud.

• Action
  Create Shift

  Creates a shift within RotaCloud.

• Action
  Create User

  Creates a user within RotaCloud.

• Action
  Delete Location

  Deletes a location from the RotaCloud account.

• Action
  Delete Role

  Deletes a role from the RotaCloud account.

• Action
  Delete User

  Deletes a user from the RotaCloud account.

• Action
  Find Leave by ID

  Fetches a leave request by ID, with its employee, leave type, dates, status and messages. An error occurs if the leave is not found.

• Action
  Find Location by ID

  Returns the RotaCloud location with the specified ID.

• Action
  Find Location by Name

  Returns the RotaCloud locations whose name matches the specified name (case-insensitive).

• Action
  Find Role by ID

  Returns the RotaCloud role with the specified ID.

• Action
  Find Role by Name

  Returns the roles whose name matches the specified name.

• Action
  Find Shift by ID

  Fetches a shift by ID, with its times, location, role, assigned employee, notes and whether it is published or open. An error occurs if the shift is not found.

• Action
  Find User by Email

  Returns the RotaCloud user whose email address matches the specified email.

• Action
  Find User by ID

  Retrieves a single RotaCloud user by their ID.

• Action
  Unassign User From Location

  Removes a user from one location in RotaCloud, keeping their other location assignments.

• Action
  Unassign User From Role

  Unssigns a user from a role within RotaCloud.

• Action
  Update Location

  Updates an existing RotaCloud location's name, address, geolocation or timezone. Fields left blank are left unchanged.

• Action
  Update Role

  Updates a role within RotaCloud.

• Action
  Update User

  Updates an existing user by ID

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