Connect Doclift PDF and Simplero

Both apps 28Doclift PDF 12Simplero 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  marks a custom template unpublished.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.

• Trigger
  New Purchase

  Triggers when a new purchase is made in Simplero.

• Trigger
  Tag Added to Contact

  Triggers when a tag is added to a Simplero contact.

• Action
  Create or Update Contact

  Creates a Simplero contact, or updates the existing contact with that email.

• Action
  Find Contact by Email

  Finds Simplero contacts by email address.

• Action
  Get Contact

  Returns one Simplero contact by ID.

• Action
  Issue Points for a Contact

  Issues points (credits) to a Simplero contact.

• Action
  List Automations

  Returns the automations in your Simplero account.

• Action
  List Lists

  Returns the email lists in your Simplero account.

• Action
  List Products

  Returns the products in your Simplero account.

• Action
  List Tags

  Returns the tags in your Simplero account.

• Action
  Remove Subscription From a List

  Unsubscribes a Simplero contact from an email list.

• Action
  Remove Tag From Contact

  Removes a tag from a Simplero contact.

• Action
  Start an Automation for Existing Customer

  Starts a Simplero automation for an existing contact.

• Action
  Subscribe to a List

  Subscribes a Simplero contact to an email list.

• Action
  Tag Existing Contact

  Adds a tag to an existing Simplero contact.

• Action
  Update Contact

  Updates a Simplero contact's name, email or phone number.

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