Connect Doclift PDF and Upsales

Both apps 30Doclift PDF 12Upsales 18

• 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  marks a custom template unpublished.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 Activity

  Triggers when a new activity (to-do or phone call) is created in Upsales.

• Trigger
  New Appointment

  Triggers when a new appointment is created in Upsales.

• Trigger
  New Company

  Triggers when a new company is created in Upsales.

• Trigger
  New Contact

  Triggers when a new contact is created in Upsales.

• Trigger
  New Opportunity

  Triggers when a new opportunity (an open order with probability between 1 and 99) is created in Upsales.

• Trigger
  New Order

  Triggers when a new order (a won deal at 100% probability) is created in Upsales.

• Action
  Add order

  Creates an order in Upsales for a company, with its stage, owner and product rows.

• Action
  Add product

  Creates a new product in Upsales, optionally with per-currency prices or as a bundle of other products.

• Action
  Create Contact

  Creates a contact person in Upsales, linked to a company.

• Action
  Delete company

  Deletes a company in Upsales.

• Action
  Delete contact

  Deletes a contact in Upsales.

• Action
  Find a Company

  Finds companies in Upsales by name and returns the matching companies.

• Action
  Find a Contact

  Finds contacts in Upsales by email address or name.

• Action
  Find opportunities by criteria

  Returns open opportunities (probability 1-99) matching the given description, company, stage, owner or contact.

• Action
  Find orders by criteria

  Finds won orders in Upsales matching a description, company, stage, owner or contact.

• Action
  Find products by criteria

  Finds products in Upsales matching a name, article number, category or active status.

• Action
  Update opportunity

  Updates an existing opportunity in Upsales, such as its stage, probability, close date, products or custom fields.

• Action
  Update order

  Updates an existing order in Upsales — its description, date, owner, company, stage, probability, order rows and custom fields.

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