Connect Doclift PDF to TMetric

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  marks a custom template unpublished.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

• Action
  Add invoice

  Create a new invoice.

• Action
  Add project

  Create a new project in the workspace.

• Action
  Create Task

  Creates a task in a specified TMetric account.

• Action
  Create Time Entry

  Creates a time entry in a specified account.

• Action
  Delete task

  Deletes a task from a TMetric workspace.

• Action
  Delete time entry

  Delete a time entry.

• Action
  Get task

  Gets a single TMetric task by its id.

• Action
  Get user

  Gets the profile of the currently authenticated TMetric user, including the workspaces they belong to.

• Action
  List clients

  Returns a list of all clients in a TMetric workspace.

• Action
  List invoices

  Lists the invoices in a TMetric workspace.

• Action
  List tasks

  Returns a list of all tasks in a TMetric workspace.

• Action
  List time entries

  Retrieve a list of time entries for the workspace.

• Action
  Start Timer

  Starts a running timer in TMetric by adding a time entry that has a start time and no end time. Stop it with Stop Timer.

• Action
  Stop Timer

  Stops the timer currently running in a TMetric workspace, ending its time entry now or at the time you give.

• Action
  Update task

  Updates an existing TMetric task by ID. Only the fields you fill in are changed; everything else on the task is kept as it is.

• Action
  Update time entry

  Modify an existing time entry.

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