Integration

Connect Docamatic to Apollo

When something happens in Docamatic, your agent does the next thing in Apollo. Describe it in plain language and the automation is built, tested on every branch and kept running.

Docamatic1 triggerDocamatic7 actionsApollo4 triggersApollo10 actions

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What do you want Docamatic and Apollo 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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Everything your agent can do with Docamatic and Apollo

Triggers and actions 5 triggers · 17 actions

Trigger
New Document
Triggers when a new document is created.
Action
Convert URL or HTML to Image
Renders a web page URL or raw HTML and returns it as an image (png, webp or jpg). Use it to capture screenshots of pages or HTML snippets, with optional sizing, full-page capture and grayscale.
Action
Convert URL or HTML to PDF
Renders a web page URL or raw HTML and returns it as a PDF document. Supports paper size, margins, orientation, headers and footers, page numbers, and extra CSS.
Action
Delete a Document
Deletes a generated document from Docamatic storage, identified by the transaction id returned when it was created.
Action
Generate a PDF From a Template
Fills one of Docamatic's ready-made templates (invoices, packing slips, shipping labels, badges, QR and barcode labels) with your data and returns the finished PDF or image.
Action
Merge PDFs
Joins several PDF documents into one, in the order given, and returns the combined PDF.
Action
Password Protect PDF
Adds a password to an existing PDF so it cannot be opened without it, and returns the protected copy.
Action
Write to an Existing PDF
Stamps text, text boxes, images, barcodes and QR codes onto an existing PDF at the positions you give, and returns the updated PDF.
Trigger
Account Updated
Polls Apollo accounts/search for new or updated accounts (dedup on MD5 of the record; accounts/search returns no updated_at). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
Contact Updated
Polls Apollo contacts/search for new or updated contacts (dedup on MD5 of the record). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New Account
Polls Apollo accounts/search for newly created accounts (dedup on account id). Apollo has no record-change webhook API, so this is a polling trigger.
Trigger
New Contact
Polls Apollo contacts/search for newly created contacts (dedup on contact id). Apollo has no record-change webhook API, so this is a polling trigger.
Action
Create Account
An Account is a company that your team has added to Apollo.
Action
Create Contact
A Contact is a person your team has added to Apollo.
Action
Create Deal
Deals are records that you can use to track possible opportunities with your prospective customers.
Action
Create Task
Creates a task for the specified Apollo contact (via /tasks/bulk_create with a single contact).
Action
Find Contact
Find a contact in your Apollo instance by searching for their email. If you have multiple contacts with the same email address, this search returns the contact that was created first.
Action
Find Deal
Returns up to 100 deals (opportunities) that match the specified name. Leave name blank to return all deals.
Action
Find Task
Returns up to 100 tasks for the specified contact. Leave contact_id blank to return all tasks.
Action
Update Account
Update an existing Account.
Action
Update Contact
Update an already existing Contact.
Action
Update Deal
Update an already existing Deal.

Each app on its own

The other way round: Apollo to Docamatic