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Triggers and actions 12 triggers ยท 58 actions
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
- New Envelope
Triggers when a new e-signature envelope is created.
- Cancel Envelope
Cancel an in-progress e-signature envelope.
- Convert Document
Convert a document to another format.
- Copy Template
Duplicate a template including its preferences and deliveries.
- Create Envelope
Create a new e-signature envelope.
- Create Envelope Recipient
Add a recipient to an e-signature envelope.
- Create Folder
Create a new folder.
- Create Template
Create a new document template.
- Create Template Delivery
Configure a new delivery on a template.
- Create Template Merge Link
Create a shareable link that generates a document from a template.
- Delete Folder
Delete a folder.
- Delete Template
Move a template to the trash.
- Get Bulk Generation Task
Retrieve a single bulk document-generation task.
- Get Envelope Details
Retrieve the details of an e-signature envelope.
- Get Envelope Responses
Retrieve the consolidated field responses for an envelope.
- Get Envelope Signing Link
Retrieve the signing link for an envelope.
- Get Template
Retrieve a single template by its id.
- Get Template Schema
Retrieve a template's merge-field schema.
- List Bulk Generation Tasks
List bulk document-generation tasks for a template.
- List Document History
List previously generated documents.
- List Envelope Recipients
List the recipients of an e-signature envelope.
- List Envelopes
List e-signature envelopes.
- List Folders
List the folders in the Docupilot account.
- List Template Deliveries
List the deliveries configured on a template.
- List Templates
List the templates in the Docupilot account.
- Merge Documents
Append and merge multiple documents into one.
- Place Signature Fields
Place 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.
- Retry Document Delivery
Retry a failed document delivery.
- Send Envelope
Send an e-signature envelope to its recipients.
- Send Envelope Reminder
Send a signing reminder to an envelope's signers.
- Transform PDF
Apply a transformation to a PDF document.
- Trigger Bulk Generation
Start a prepared bulk document-generation task.
- Update Folder
Update a folder's details.
- Update Template
Update an existing template's settings.
- Upload CSV for Bulk Generation
Upload a CSV to start a bulk document-generation task for a template.
Trigger
Completed task in projectTriggered when any task is completed in the selected project.
- New comment on task
Triggered when any new comment is made to the selected task.
- New or updated task in project
Triggered when any task is added or updated in the specified project in the specified workspace.
- New project in workspace
Triggered when a new project is added to the selected workspace.
- New story on task
Triggered when any new story is made to the selected task.
- New tag in workspace
Triggered when a new tag is added to the selected workspace.
- New task assigned to you in workspace
Triggered when a task is assigned to you in the selected workspace.
- New team in workspace
Triggered when a new team is added to the selected workspace.
- New user
Triggered when a new user is created.
- New workspace
Triggered when a new workspace is created.
- Add attachment
Upload an attachment to a task. POST /attachments (multipart, parent=task_gid).
- Add tag to task
Adds an existing tag to a task.
- Add task to section
Moves a task into a section of a project.
- Associate task to project
Associates a newly created task to a specified project in the specified workspace.
- Complete task
Marks a task as completed.
- Create new comment
Creates a new comment on the specified task.
- Create new project
Creates a new project in the specified workspace.
- Create new task
Creates a new task in a workspace or project.
- Create section in project
Creates a new section within a project.
- Create subtask
Creates a subtask under an existing parent task.
- Delete comment
Delete a comment (story) by gid. DELETE /stories/{story_gid}.
- Delete project
Delete a project by gid. DELETE /projects/{project_gid}.
- Delete task
Permanently deletes a task.
- Duplicate task
Creates a copy of an existing task.
- Find tasks in project
Returns the tasks belonging to a project.
- Get project
Fetch a single project by its gid. GET /projects/{project_gid}.
- Get task by ID
Returns a single task's details by its ID.
- Get user
Fetch a single user by gid (or 'me'). GET /users/{user_gid}.
- List attachments
List attachments on a task. GET /attachments?parent={task_gid}.
- List projects
List projects in a workspace, optionally filtered by team. GET /workspaces/{workspace_gid}/projects.
- List users
List users in a workspace. GET /workspaces/{workspace_gid}/users (or GET /users).
- Remove tag from task
Removes a tag from a task.
- Update project
Update a project's fields (name, notes, due date, etc). PUT /projects/{project_gid}.
- Update task
Updates an existing task's fields.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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