Connect Doclift PDF to Trestle

Both apps 19Doclift PDF 12Trestle 7

• 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  marks a custom template unpublished.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
  Address Validation

  Validates and USPS-normalizes a US street address and returns its validity, normalized components, ZIP+4 and latitude/longitude.

• Action
  Identify caller

  Looks up a phone number and returns its validity, line type and carrier, plus the top-ranked owner and that owner's current address.

• Action
  Phone Validation

  Validates a phone number and provides phone metadata, such as carrier name, line type (landline, mobile, non-fixed VoIP, etc.), is the phone prepaid, etc.

• Action
  Real Contact

  Verifies and grades a lead's contact information across name, phone, email, address and IP address, returning A–F contact grades, phone activity score, name-match results and IP trust signals.

• Action
  Reverse Address

  Validates a US street address and returns everyone currently living at it, with demographics, historical addresses and associated people for each resident.

• Action
  Reverse Phone

  Validates a phone number and returns all potential owners with demographics, current addresses, alternate phones and emails.

• Action
  Smart CNAM

  Validates a phone number and returns the top person or business name associated with it (caller name lookup).

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