How to integrate DocuPilot

TABLE OF CONTENTS

• Description
• Entities
• Steps
  • Step 1.
  • Step 2.
  • Step 3.
  • Step 4.

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. 

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Entities

Source	Target
Send Templates	Add Template
Send Folders	Add Folder
Send Template from Folder	Add Document from Template
Send Template Schema

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

                                          On Event ( Task Succeeded event)

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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!