Connect Doclift PDF to TaxBandits

Both apps 20Doclift PDF 12TaxBandits 8

• 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  marks a custom template unpublished.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 Business

  Creates a new business (payer or employer) in TaxBandits and returns its BusinessId for use in W-9/W-8 requests and filings.

• Action
  Get Business

  Returns the full details of one TaxBandits business (payer), identified by its Business ID, TIN or your Payer Reference.

• Action
  Get W-9/W-8 status

  Returns the status of every W-9 and W-8 request sent to a recipient, including completed and in-progress forms and any TIN Matching result.

• Action
  List businesses

  Returns the businesses (payers) created in your TaxBandits account within a date range.

• Action
  Request W-9/W-8 by Email

  Emails a recipient a secure link to complete and e-sign their W-9 or W-8 form for one of your businesses.

• Action
  Request W-9/W-8 by text

  Sends a text message to a recipient with a secure link to complete their W-9 or W-8 form, and returns the submission's status.

• Action
  Request W-9/W-8 by URL

  Generates a unique secure URL where a recipient can complete their W-9 or W-8 form, which you can share or embed in your own app.

• Action
  Update Business

  Updates the details of an existing business (payer) in TaxBandits, such as its name, tax ID, address or contact information.

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