Connect Doclift PDF to Sonderplan

Both apps 40Doclift PDF 12Sonderplan 28

• 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  marks a custom template unpublished.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
  Create Billable Item

  Creates a billable item (a chargeable product or service with buy and sell rates) in Sonderplan.

• Action
  Create Booking

  Creates a booking in the Sonderplan schedule.

• Action
  Create Contact

  Adds a new contact (person or organization) to Sonderplan.

• Action
  Create Invoice

  Creates an invoice for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Project

  Creates a Project

• Action
  Create Quote

  Creates a quote for a client, optionally linked to a project, with its line items, dates, terms and status.

• Action
  Create Service

  Creates a service with its hourly, daily and weekly sell and buy rates, optionally limited to certain resources, clients or projects.

• Action
  Create Workspace

  Creates a Workspace on the Schedule

• Action
  Delete Billable Item

  Deletes a billable item from Sonderplan by its ID.

• Action
  Delete Booking

  Deletes a booking in Sonderplan by its ID.

• Action
  Delete Contact

  Delete a contact.

• Action
  Delete Invoice

  Delete an invoice.

• Action
  Delete Project

  Deletes a project in Sonderplan.

• Action
  Delete Quote

  Deletes a quote in Sonderplan by its ID.

• Action
  Delete Resource

  Delete a resource (staff/equipment resource).

• Action
  Delete Workspace

  Deletes a workspace in Sonderplan.

• Action
  Find Booking Status

  Returns up to 100 booking statuses that match the specified name, description or status IDs.

• Action
  Find Invoice

  Finds invoices by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Quote

  Finds quotes by ID, number, status, project, date range or currency and returns their clients, line items and totals.

• Action
  Find Resource

  Finds a Resource.

• Action
  Find Service

  Finds services (rate schemes) by ID and returns their rates, currency and the resources, clients and projects they apply to.

• Action
  Update Billable Item

  Updates a Billable Item

• Action
  Update Booking

  Updates an existing booking in Sonderplan. Only the fields you fill in are changed.

• Action
  Update Contact

  Updates a contact

• Action
  Update Project

  Updates an existing project.

• Action
  Update Resource

  Updates a Resource to be added to Bookings

• Action
  Update Service

  Updates an existing service (a Sonderplan service rate scheme). Only the fields you fill in are changed.

• Action
  Update Workspace

  Updates a Workspace that contains a set of Resources

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