Connect Doclift PDF and Zoho CRM

Both apps 27Doclift PDF 12Zoho CRM 15

• 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  marks a custom template unpublished.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 or updated record

  Fires when a record is created or updated in the specified Zoho CRM module. Polls newest-first by Modified Time.

• Trigger
  New record

  Fires when a new record is created in the specified Zoho CRM module. Polls newest-first by Created Time.

• Action
  Add note

  Adds a note to a record in any supported Zoho CRM module.

• Action
  Add or update record (upsert)

  Insert a record, or update it if a duplicate is found, in the specified Zoho CRM module.

• Action
  Add tag to record

  Add one or more tags (comma-separated names) to a record in the specified module.

• Action
  Convert lead

  Convert a lead into a contact, account, and optionally a deal. Pass conversion options (e.g. Deals, assign_to) as the Conversion object.

• Action
  Create record

  Create a new record in the specified Zoho CRM module.

• Action
  Delete record

  Delete a record by ID from the specified Zoho CRM module.

• Action
  Find records

  Search for records in a module using Zoho CRM criteria, e.g. (Email:equals:foo@bar.com). Returns up to 200 matching records.

• Action
  Get record

  Retrieve a single record by ID from the specified Zoho CRM module.

• Action
  List notes

  Lists notes across all records in Zoho CRM (requires an administrator profile).

• Action
  List users

  Retrieves users in the Zoho CRM organization, optionally filtered by user type or IDs.

• Action
  Query records (COQL)

  Run a Zoho CRM Object Query Language (COQL) SELECT statement and return the matching records.

• Action
  Remove tag from record

  Remove one or more tags (comma-separated names) from a record in the specified module.

• Action
  Update record

  Update an existing record by ID in the specified Zoho CRM module.

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