How to integrate DocuPilot

Erstellt von Nikola Milosavljevic, Geändert am Fri, 29 Jul 2022 um 12:33 PM von Vincent P

TABLE OF CONTENTS



Description

Docupilot is a cloud based document automation software. Unlike competing products with steep pricing tiers, Docupilot is priced affordably, and is free forever for the first 20 documents generated. Built with an emphasis on usability, Docupilot also offers integrates with different data sources like CRM, Forms, Online databases, HR, Surveys etc. 



Entities


SourceTarget
Send TemplatesAdd Template
Send FoldersAdd Folder
Send Template from FolderAdd Document from Template
Send Template Schema


Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )

                                          On Event ( Task Succeeded event)



Steps



Step 1.


Either while Creating a Task or in the Integrations menu.


Enter the name of the integration in the search bar. 


Step 2.


Enter the Name of the Integration.

You can optionally also enter a description. 

Step 3.


You will be prompted for the API Key. 

Step 4.

To obtain the API Key go to this link OR log in to your dashboard, go to "Settings"

and to "API Settings" 

Click on "Add new API key" 

Generate the key, and paste it to SyncSpider.



DocuPilot is just one of the tools we support!


To check the list of the tools and features we support please click here!


If you don't see your favorite tool on our list, please take the time and send us the request here to create an integration for you or UP-vote if it's already on the list :) 


We develop integrations based on the requests and up-votes :) 


We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [email protected] or our chat widget!



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