Connect Docupilot to Assembly.com

Both apps 118Docupilot 36Assembly.com 82

• Trigger
  Envelope Completed

  Triggers when all recipients finish signing an envelope.

• Trigger
  New Envelope

  Triggers when a new e-signature envelope is created.

• Action
  Cancel Envelope

  Cancel an in-progress e-signature envelope.

• Action
  Convert Document

  Convert a document to another format.

• Action
  Copy Template

  Duplicate a template including its preferences and deliveries.

• Action
  Create Envelope

  Create a new e-signature envelope.

• Action
  Create Envelope Recipient

  Add a recipient to an e-signature envelope.

• Action
  Create Folder

  Create a new folder.

• Action
  Create Template

  Create a new document template.

• Action
  Create Template Delivery

  Configure a new delivery on a template.

• Action
  Create Template Merge Link

  Create a shareable link that generates a document from a template.

• Action
  Delete Folder

  Delete a folder.

• Action
  Delete Template

  Move a template to the trash.

• Action
  Get Bulk Generation Task

  Retrieve a single bulk document-generation task.

• Action
  Get Envelope Details

  Retrieve the details of an e-signature envelope.

• Action
  Get Envelope Responses

  Retrieve the consolidated field responses for an envelope.

• Action
  Get Envelope Signing Link

  Retrieve the signing link for an envelope.

• Action
  Get Template

  Retrieve a single template by its id.

• Action
  Get Template Schema

  Retrieve a template's merge-field schema.

• Action
  List Bulk Generation Tasks

  List bulk document-generation tasks for a template.

• Action
  List Document History

  List previously generated documents.

• Action
  List Envelope Recipients

  List the recipients of an e-signature envelope.

• Action
  List Envelopes

  List e-signature envelopes.

• Action
  List Folders

  List the folders in the Docupilot account.

• Action
  List Template Deliveries

  List the deliveries configured on a template.

• Action
  List Templates

  List the templates in the Docupilot account.

• Action
  Merge Documents

  Append and merge multiple documents into one.

• Action
  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.

• Action
  Retry Document Delivery

  Retry a failed document delivery.

• Action
  Send Envelope

  Send an e-signature envelope to its recipients.

• Action
  Send Envelope Reminder

  Send a signing reminder to an envelope's signers.

• Action
  Transform PDF

  Apply a transformation to a PDF document.

• Action
  Trigger Bulk Generation

  Start a prepared bulk document-generation task.

• Action
  Update Folder

  Update a folder's details.

• Action
  Update Template

  Update an existing template's settings.

• Action
  Upload CSV for Bulk Generation

  Upload a CSV to start a bulk document-generation task for a template.

• Trigger
  Client Activated

  Triggers when a client authenticates in the Assembly for the first time

• Trigger
  Client Created

  Triggers when a new client is created.

• Trigger
  Client Updated

  High-frequency trigger for each client user update.

• Trigger
  Company Created

  Triggers when a company gets created in the Assembly for the first time

• Trigger
  Company Custom Fields Updated

  Triggers only when a company has updates to custom fields.

• Trigger
  Contract Requested

  Triggers when a contract is assigned to a client.

• Trigger
  Contract Signed

  Triggers when a contract is signed.

• Trigger
  File Created

  Triggers when a file gets created within a file channel

• Trigger
  File Updated

  Triggers when a file has been updated within a file channel

• Trigger
  Folder Created

  Triggers when a folder gets created within a file channel

• Trigger
  Folder Deleted

  Triggers when a folder gets deleted within a file channel

• Trigger
  Folder Updated

  Triggers when a folder gets updated within a file channel

• Trigger
  Form Response Completed

  Triggers when a form response has been completed by a recipient

• Trigger
  Internal User Created

  Triggers when a new internal user is created.

• Trigger
  Invoice Created

  Triggers when an invoice is created

• Trigger
  Invoice Deleted

  Triggers when an invoice is deleted

• Trigger
  Invoice Paid

  Triggers when an invoice is paid

• Trigger
  Invoice Sent

  Triggers when an invoice is sent

• Trigger
  Invoice Updated

  Triggers when an invoice is updated

• Trigger
  Invoice Voided

  Triggers when an invoice is voided

• Trigger
  Link Created

  Triggers when a link gets created within a file channel

• Trigger
  Link Updated

  Triggers when a link gets updated within a file channel

• Trigger
  List Clients

  Lists the clients.

• Trigger
  List Companies

  Lists the companies.

• Trigger
  List Form Responses

  List Form Responses for a specific form

• Trigger
  List Invoice Templates

  Lists the invoice templates.

• Trigger
  List Message Channels

  Lists the message channels.

• Trigger
  List Messages

  Lists messages in a channel

• Trigger
  List Notes

  Lists notes in a workspace.

• Trigger
  List Payments

  Lists the payments.

• Trigger
  List Prices

  Lists the prices.

• Trigger
  List Products

  Lists the products.

• Trigger
  List Subscriptions

  Lists the subscriptions.

• Trigger
  List Subscription Templates

  Lists the subscription templates.

• Trigger
  List Task Comments

  Lists task comments in a workspace.

• Trigger
  List Tasks

  Lists tasks in a workspace.

• Trigger
  List Task Templates

  Lists task templates in a workspace.

• Trigger
  Message Channel Created

  Triggers when a new message channel is created.

• Trigger
  Message Channel Deleted

  Triggers when a message channel is deleted.

• Trigger
  Message Sent

  Triggers when a message gets sent in any channels belonging to the portal

• Trigger
  Note Created

  Triggers when a new note is created.

• Trigger
  Note Updated

  Triggers when a note is updated.

• Trigger
  Notification Created

  Triggers when a new notification is created.

• Trigger
  Payment Failed

  Triggers when a payment is failed for an invoice

• Trigger
  Payment Succeeded

  Triggers when a payment is successful for an invoice

• Trigger
  Price Created

  Triggers when a price is created

• Trigger
  Product Created

  Triggers when a product is created

• Trigger
  Product Updated

  Triggers when a product is updated

• Trigger
  Subscription Canceled

  Triggers when an subscription is canceled

• Trigger
  Subscription Created

  Triggers when an subscription is created

• Trigger
  Task Archived

  Triggers when a task gets archived in your workspace.

• Trigger
  Task Completed

  Triggers when a task gets completed in your workspace.

• Trigger
  Task Created

  Triggers when a task gets created in your workspace.

• Trigger
  Task Deleted

  Triggers when a task gets deleted in your workspace.

• Trigger
  Task Updated

  Triggers when a task gets updated in your workspace.

• Action
  Create Client

  Creates a new client.

• Action
  Create Company

  Creates a new company.

• Action
  Create File

  Creates a file in a specified files channel.

• Action
  Create Folder

  Creates a folder in a specified file channel.

• Action
  Create Link

  Creates a link in a specified files channel.

• Action
  Create Message Channel

  Creates a new message channel.

• Action
  Create Note

  Creates a new note.

• Action
  Find a Client

  Search for a client by ID, email, or company.

• Action
  Find a Company

  Search for a company by ID or name.

• Action
  Find a File

  Search for a file by ID.

• Action
  Find a Form

  Search for a Form by ID.

• Action
  Find a Message Channel

  Search for a message channel by ID or by filters

• Action
  Find an Internal User

  Search for an internal user by ID.

• Action
  Find an Invoice

  Search for an invoice by ID.

• Action
  Find a Note

  Search for a note by ID or by filters

• Action
  Find a Price

  Search for a Price by ID.

• Action
  Find a Product

  Search for a Product by ID.

• Action
  Find a Subscription

  Search for a Subscription by ID.

• Action
  Find a Task

  Search for a task by ID or by filters

• Action
  Find a Task Comment

  Search for a task comment by ID

• Action
  Find a Task Template

  Search for a task template by ID or by filters

• Action
  Request Form Responses

  Ask clients to fill out a form.

• Action
  Send Message

  Create and send a message to a designated message channel.

• Action
  Update Client

  Update a client

• Action
  Update Company

  Update the name of a company

• Action
  Update Internal User

  Update an internal user

• Action
  Update Note

  Update the title and content of a note.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.