Connect Doclift PDF to Salesforge

Both apps 23Doclift PDF 12Salesforge 11

• 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  marks a custom template unpublished.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 a Salesforge workspace. Requires a first name and at least one of email or LinkedIn URL.

• Action
  Add contacts to do-not-contact list

  Adds email addresses or domains to a workspace's do-not-contact list so they are never emailed.

• Action
  Add contacts to sequence

  Assigns one or more existing contacts to a sequence in a Salesforge workspace.

• Action
  Add sequence

  Creates a new email sequence in a Salesforge workspace.

• Action
  Get contact

  Returns a Salesforge contact, including its custom variables, tags and sequence enrollment status.

• Action
  Get sequence

  Returns a single sequence by ID, including its status, steps, assigned mailboxes and engagement metrics.

• Action
  List contacts

  Returns the contacts in a Salesforge workspace, optionally filtered by tag, email validation status, or contacts not yet in a given sequence.

• Action
  List do-not-contact entries

  Returns the do-not-contact entries (emails, domains and LinkedIn profiles) in a Salesforge workspace.

• Action
  List sequences

  Returns the sequences in a Salesforge workspace, optionally filtered by status, product, sequence IDs or sequence type.

• Action
  List workspaces

  Returns the workspaces on your Salesforge account.

• Action
  Update sequence status

  Activates or pauses a Salesforge sequence.

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