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Triggers and actions 2 triggers ยท 51 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
Delete a collectionDelete a WebDBs data collection.
Action
Delete a monitorDelete a website change monitor.
Action
Extract Products From a Brand's WebsiteBeta feature: Extract product information from a brand's website. Brand.dev will analyze the website and return a list of products with details such as name, description, image, pricing, features, and more.
Action
Find rows in a collectionQuery rows stored in a WebDBs data collection.
Action
Get a batchRetrieve a batch's status by ID.
Action
Get a monitorRetrieve a website change monitor by ID.
Action
Get batch resultsRetrieve the results of a completed batch.
Action
List batchesList submitted batches.
Action
List collectionsList WebDBs data collections.
Action
List monitorsList website change monitors.
Action
Query Website Data Using AIUse AI to extract specific data points from a brand's website. The AI will crawl the website and extract the requested information based on the provided data points.
Action
Retrieve Brand Data by Company NameRetrieve brand information using a company name. This endpoint searches for the company by name and returns its brand data.
Action
Retrieve personRetrieve a person's profile data.
Action
Retrieve Simplified Brand Data by DomainReturns a simplified version of brand data containing only essential information: domain, title, colors, logos, and backdrops. This endpoint is optimized for faster responses and reduced data transfer.
Action
Run a monitorTrigger a website change monitor to run immediately.
Action
Search company newsSearch for recent news articles about a company or brand.
Action
Update a monitorUpdate a website change monitor's configuration.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.