Connect Doclift PDF to SmartSuite

Both apps 21Doclift PDF 12SmartSuite 9

• 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  marks a custom template unpublished.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 Comment

  Adds a comment (or a reply to an existing comment) to a SmartSuite record, optionally assigning it to a member.

• Action
  Delete Record

  Deletes a record from a SmartSuite table, moving it to the Solution's trash.

• Action
  Find a Record in SmartSuite

  Finds the first record in a SmartSuite table whose chosen field matches the value you give, and returns it.

• Action
  Find Many Records (As Line Items) in SmartSuite

  Finds all records in a SmartSuite Table matching a field condition and returns them as line items.

• Action
  Get Record

  Returns a single record from a SmartSuite table, with all of its field values.

• Action
  List Comments

  Returns the comments on a SmartSuite record, table or solution.

• Action
  List Solutions

  Returns every Solution in the connected SmartSuite workspace.

• Action
  List Tables

  Returns the tables in your SmartSuite workspace, optionally limited to one solution.

• Action
  Update Record

  Updates the fields you set on an existing SmartSuite record, leaving every other field unchanged.

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