Connect Doclift PDF to WiseTeam

Both apps 29Doclift PDF 12WiseTeam 17

• 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  marks a custom template unpublished.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 account

  Creates a new account (company) in WiseTeam.

• Action
  Add contact

  Creates a new contact in WiseTeam.

• Action
  Add note

  Adds a note to a WiseTeam lead, contact, account, opportunity or other record.

• Action
  Add opportunity

  Creates a new sales opportunity in WiseTeam, optionally linked to an account, contact and lead.

• Action
  Add task

  Creates a task in WiseTeam, optionally attached to a project or other record.

• Action
  Get account

  Returns a single WiseTeam account by its ID.

• Action
  Get contact

  Returns a single WiseTeam contact by its ID, including name, address, phone and email details.

• Action
  Get lead

  Returns a single WiseTeam lead by its record ID, including all of its fields.

• Action
  Get project

  Returns a WiseTeam project by its ID, including its dates, status, budget, owner, account and custom properties.

• Action
  Get task

  Returns a WiseTeam task by its ID, including its name, code, status, type, planned and actual dates, and owner.

• Action
  List accounts

  Returns all accounts in your WiseTeam CRM with their name and code.

• Action
  List contacts

  Returns all contacts in your WiseTeam account.

• Action
  List leads

  Returns the leads in your WiseTeam account.

• Action
  Update account

  Updates an existing account in WiseTeam, changing its name, code or acronym.

• Action
  Update contact

  Updates an existing contact in WiseTeam. Fields left blank keep their current values.

• Action
  Update lead

  Updates an existing WiseTeam lead's topic, owner, status, priority, dates and linked account, contact or campaign.

• Action
  Update opportunity

  Updates an existing opportunity in WiseTeam, such as its title, owner, status, priority, dates or linked account, contact, campaign and lead.

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