Connect Doclift PDF and TidyCal

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  marks a custom template unpublished.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

  Triggers when a new team you have access to appears in your TidyCal account.

• Action
  Add contact

  Creates a new contact in your TidyCal account with a name, email and optional timezone.

• Action
  Add guest to booking

  Adds a guest to an existing upcoming booking. The guest gets their own linked booking at the same time and location and receives a confirmation email.

• Action
  Cancel booking

  Cancels a TidyCal booking, optionally with a reason and without notifying the booker and host. Returns the cancelled booking.

• Action
  Delete booking type

  Deletes a booking type from your TidyCal account. Team-managed copies of a booking type cannot be deleted.

• Action
  Get booking

  Returns a single TidyCal booking by its ID, including its contact, booking-question answers, payment, add-ons, refund status and hosts.

• Action
  Get booking type

  Returns a single booking type, including its title, duration, price, booking URL and availability settings.

• Action
  Get contact

  Returns a single TidyCal contact by its id, including name, email, phone number, timezone and timestamps.

• Action
  List available timeslots

  Returns the open times a client can book for one of your booking types between two dates, with how many bookings each slot can still take.

• Action
  List bookings

  Returns the bookings on your TidyCal account, optionally limited to a date range, to cancelled bookings only, or including team bookings.

• Action
  List booking types

  Returns every booking type (event type) on the connected TidyCal account, including its title, duration, price and booking URL.

• Action
  List contacts

  Returns the contacts in your TidyCal account, optionally only those whose name or email starts with given text.

• Action
  List teams

  Returns the TidyCal teams the connected account has access to, with each team's id, name and created/updated times.

• Action
  Reschedule booking

  Moves an existing TidyCal booking to a new start time, keeping the booking type's duration. Returns the updated booking.

• Action
  Update booking type

  Updates an existing booking type in TidyCal. Only the details you fill in are changed; everything else keeps its current value.

• Action
  Update contact

  Updates an existing TidyCal contact's name, email, phone number or timezone. Only the fields you fill in are changed.

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