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Triggers and actions 2 triggers ยท 57 actions
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.
Action
Find Amazon products by search criteriaSearch Amazon product listings by keyword.
Action
Find Google Maps places by search criteriaSearch Google Maps for places by keyword and location.
Action
Find LinkedIn jobs by keywordsSearch LinkedIn job postings by keyword, location, or other criteria.
Action
Find LinkedIn users by keywordsSearch LinkedIn for users matching a name, title, or other criteria.
Action
Find Reddit posts by search criteriaSearch Reddit posts by keyword or subreddit.
Action
Find TikTok videos by search criteriaSearch TikTok videos by keyword or hashtag.
Action
Find X posts by search criteriaSearch X (Twitter) posts by keyword or other criteria.
Action
Find Yelp businesses by termSearch Yelp businesses by keyword and location.
Action
Find YouTube videos by search criteriaSearch YouTube videos by keyword.
Action
Get Amazon productFetch structured product data (price, rating, details) for an Amazon listing by URL or ASIN.
Action
Get Glassdoor company ratingsFetch structured ratings and review summary for a company on Glassdoor.
Action
Get Google Maps placeFetch structured place details (hours, rating, address) from Google Maps by place ID or URL.
Action
Get Instagram profileFetch structured profile data for an Instagram user by username.
Action
Get LinkedIn companyFetch structured company data for a LinkedIn company page by URL.
Action
Get LinkedIn profileFetch structured profile data for a LinkedIn user by profile URL.
Action
Get Reddit postFetch structured data for a Reddit post by URL, including comments.
Action
Get TikTok profileFetch structured profile data for a TikTok user by username.
Action
Get TikTok videoFetch structured data for a TikTok video by URL.
Action
Get X postFetch structured data for an X (Twitter) post by URL or ID.
Action
Get X profileFetch structured profile data for an X (Twitter) user by username.
Action
Get Yelp businessFetch structured business details from Yelp by business URL or ID.
Action
Get YouTube channelFetch structured data for a YouTube channel by URL or handle.
Action
Get YouTube videoFetch structured data for a YouTube video by URL or ID.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.