Connect Doclift PDF and Userflow

Both apps 31Doclift PDF 12Userflow 19

• 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  marks a custom template unpublished.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
  Checklist Completed

  Triggered when a user finishes every task in a Userflow checklist.

• Trigger
  Checklist Dismissed/Ended

  Triggered when a Userflow checklist ends for a user — because they dismissed it, it was completed, or it stopped applying to them. The reason is in checklist_end_reason.

• Trigger
  Checklist Started

  Triggered when a user starts a Userflow checklist. Why it started is in checklist_start_reason.

• Trigger
  Checklist Task Completed

  Triggered when a user completes a single task inside a Userflow checklist.

• Trigger
  Event Tracked

  Triggered when Userflow tracks an event for a user — either your own custom events or Userflow's own flow and checklist events. Name one event to watch, or leave it blank to fire for all of them.

• Trigger
  Flow Completed

  Triggered when a user completes a Userflow flow by reaching its goal step.

• Trigger
  Flow Dismissed/Ended

  Triggered when a Userflow flow ends for a user — because they dismissed it, finished it, or it stopped applying. The reason is in flow_end_reason.

• Trigger
  Flow Started

  Triggered when a user starts a Userflow flow. Why it started is in flow_start_reason.

• Trigger
  Group Created/Updated

  Triggered when a group (a company or account) is created or changed in Userflow.

• Trigger
  Launcher Activated

  Triggered when a user clicks a Userflow launcher (a beacon, button or hotspot) to open it.

• Trigger
  Launcher Dismissed

  Triggered when a user dismisses a Userflow launcher (a beacon, button or hotspot).

• Trigger
  Launcher Seen

  Triggered when a Userflow launcher (a beacon, button or hotspot) is shown to a user.

• Trigger
  Question Answered

  Triggered when a user answers a question in a Userflow flow — a survey, NPS or rating step. The answer arrives as text, a number, or a list depending on the question type.

• Trigger
  User Created/Updated

  Triggered when a user is created or changed in Userflow.

• Action
  Create/Update Group

  Creates a group (a company or account) in Userflow, or updates it if a group with that ID already exists. Only the attributes you send are changed.

• Action
  Create/Update User

  Creates a user in Userflow, or updates them if a user with that ID already exists. Only the attributes you send are changed. Optionally adds the user to a group.

• Action
  Find Group

  Finds groups (companies or accounts) in Userflow by name. Userflow's API cannot filter on the server, so this reads up to 300 groups and matches them here; leave the name blank to just list them.

• Action
  Find User

  Finds users in Userflow by email or name. Userflow's API cannot filter on the server, so this reads up to 300 users and matches them here; leave both fields blank to just list them.

• Action
  Track Event

  Tracks an event for a user in Userflow, so you can use it to start flows or checklists and to segment users.

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