Connect Doclift PDF and Zenlist

Both apps 26Doclift PDF 12Zenlist 14

• 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  marks a custom template unpublished.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 and Updated Chat Messages

  Triggers when a client chat message is created or changed in Zenlist.

• Action
  Create a Client Invitation

  Sends a new client invitation from an agent to a client by email, and returns the created invitation.

• Action
  Get agent

  Returns a Zenlist agent by ID, including name, MLS details, contact info and linked account.

• Action
  Get chat message

  Returns a single client chat message by its Zenlist ID.

• Action
  Get client

  Returns a Zenlist client by ID, including name, contact details and assigned agent.

• Action
  Get client invitation

  Returns a client invitation by its Zenlist ID, including its state, invitee details and the inviting agent.

• Action
  Get event

  Returns a single client activity event (listing view, save, tour request, note, saved search or new session) by its Zenlist ID.

• Action
  Get message counts

  Returns the total number of unread chat messages across all conversations for an agent, identified by their MLS member ID.

• Action
  Get search

  Returns a saved client search by its Zenlist ID.

• Action
  List agents

  Returns the list of agents your Zenlist partner key has access to.

• Action
  List chat messages

  Returns the client chat messages your Zenlist account has access to.

• Action
  List client invitations

  Returns the client invitations your Zenlist key has access to, with their state, invitee contact details and agent.

• Action
  List events

  Returns the client events your Zenlist key has access to, such as listing views, saved listings, tour requests, notes, saved searches and new sessions.

• Action
  List searches

  Returns the saved searches this Zenlist API key has access to, with each search's id and creation time.

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