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What do you want 2Chat and Docupilot to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Connect Claude CodeEverything your agent can do with 2Chat and Docupilot
Triggers and actions 15 triggers ยท 35 actions
Trigger
Call Status UpdateTriggers when a call changes state. E.g.: ringing, missed, answered, canceled, completed, etc.
Trigger
Incoming Call CompletedTriggers when an incoming phone call is completed (answered or missed).
Trigger
New WhatsApp ConversationTriggers when a new WhatsApp conversation is started on your 2Chat connected number.
Trigger
New WhatsApp MessageTriggers when a new message is either sent or received on 2Chat. Works for messages sent by agents or sent by your users/customers.
Trigger
Outgoing Call CompletedTriggers when an outgoing phone call is completed (answered or canceled).
Trigger
Participant Joined a WhatsApp GroupTriggers when someone joins a WhatsApp Group
Trigger
Participant Left a WhatsApp GroupTriggers when someone leaves a WhatsApp Group
Trigger
Participant Was Removed From a WhatsApp GroupTriggers when someone is removed from a WhatsApp Group
Trigger
WhatsApp Audio Message TranscribedTriggers when a new WhatsApp audio message is transcribed to text.
Trigger
WhatsApp Call MadeTriggers when a new WhatsApp call is made from your connected number.
Trigger
WhatsApp Call ReceivedTriggers when a new WhatsApp call is received on your connected number.
Trigger
WhatsApp Group Message ReceivedTriggers when a new WhatsApp Group Message is received
Trigger
WhatsApp Order ReceivedTriggers when a WhatsApp Order is received on your 2Chat connected number.
Action
Create ContactCreates a Contact in 2Chat
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace the signature/input fields on an envelope's document. Required before Send Envelope: Docupilot rejects sending unless EVERY recipient has at least one field. Replaces the document's whole field set.
Action
Retry Document DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.