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What do you want Docupilot and Botdog to do together?
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Connect Claude CodeEverything your agent can do with Docupilot and Botdog
Triggers and actions 2 triggers · 64 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
Add blacklistCreates a new blacklist (suppression list) in Botdog so leads on it are excluded from campaigns.
Action
Add campaignCreates a new outreach campaign in Botdog, optionally with a start and end date.
Action
Add Contact to a CampaignAdds one contact to a Botdog campaign by LinkedIn profile URL, with optional name, title, company, location and custom attributes for message personalization.
Action
Add leads to blacklistAdds up to 100 LinkedIn profiles to a Botdog blacklist so they are excluded from campaigns. Duplicates are skipped.
Action
Add leads to campaignAdds up to 100 leads to a Botdog campaign in one call, each identified by LinkedIn profile URL.
Action
Add leads to listAdds up to 100 LinkedIn profiles to a Botdog lead list. Duplicates are skipped.
Action
Add listCreates a new lead list in Botdog to hold LinkedIn profiles you want to group together.
Action
Add snippetCreates a reusable message snippet in Botdog — either a static text template or an LLM prompt — for use in campaign messages.
Action
Archive campaignArchives a Botdog campaign. It disappears from the active list immediately and finishes archiving in the background.
Action
Delete campaignDeletes a Botdog campaign. It disappears immediately and is removed in the background.
Action
Delete snippetDeletes one of your own message snippets in Botdog.
Action
Get campaignReturns one Botdog campaign by id, with its name, status, owner and schedule.
Action
Get campaign sequenceReturns a campaign's sequence — its steps and the branch conditions between them — as configured in the Botdog editor.
Action
Get campaign statisticsReturns a campaign's performance: invitations and messages sent, acceptances, replies, profile visits and the resulting rates.
Action
Get leadReturns one lead by id, including profile details, campaign status and the lead's full event history.
Action
Get listReturns one Botdog lead list by id, with its name and lead count.
Action
List campaign leadsReturns the leads in a Botdog campaign, optionally filtered by their campaign status or whether they replied.
Action
List campaignsReturns the campaigns on the connected Botdog team, optionally filtered by status or owner.
Action
List leadsReturns leads across the Botdog team, optionally narrowed to a campaign or list and filtered by reply, unread or skipped state.
Action
List leads in listReturns the leads in a Botdog lead list.
Action
List paused campaign activitiesReturns which activity types — profile visits, invitations, messages and so on — are currently paused for a Botdog campaign.
Action
List snippetsReturns the message snippets visible to the connected Botdog user, both personal and team-shared.
Action
Pause campaign activitiesPauses specific activity types — profile visits, invitations, messages — on a campaign without pausing the whole campaign.
Action
Remove leads from blacklistRemoves leads from a Botdog blacklist, identified by lead id or LinkedIn profile URL.
Action
Remove leads from listRemoves leads from a Botdog lead list, identified by lead id or LinkedIn profile URL.
Action
Resume campaign activitiesResumes specific activity types on a Botdog campaign that were paused individually.
Action
Stop leadStops a lead's campaign sequence so Botdog sends them nothing further. The lead record is kept.
Action
Update campaignUpdates a Botdog campaign's name or schedule. Fields you leave blank keep their current values.
Action
Update leadUpdates a lead's details in Botdog — name, company, status note and custom fields. Fields you leave blank keep their current values.
Action
Update snippetUpdates a Botdog message snippet — its name, body, prompt, shortcut or archived state. Fields you leave blank keep their current values.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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