Integration
Connect Docupilot to ChatBotKit
When something happens in Docupilot, your agent does the next thing in ChatBotKit. Describe it in plain language and the automation is built, tested on every branch and kept running.
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What do you want Docupilot and ChatBotKit to do together?
Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.
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Triggers and actions 2 triggers ยท 51 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.
Action
Create RecordCreates a new record.
- Delete Bot
Deletes a bot by id. POST /v1/bot/delete.
- Delete Contact
Deletes a contact by id. POST /v1/contact/delete.
- Delete Conversation
Deletes a conversation by id. POST /v1/conversation/delete.
- Delete Dataset
Deletes a dataset by id. POST /v1/dataset/delete.
- Get Bot
Fetches a single bot by id. POST /v1/bot/fetch.
- Get Contact
Fetches a single contact by id. POST /v1/contact/fetch.
- Get Conversation
Fetches a single conversation by id, including its messages. POST /v1/conversation/fetch.
- Get Dataset
Fetches a single dataset by id. POST /v1/dataset/fetch.
- List Bots
Returns all bots on the account. POST /v1/bot/list (cursor pagination).
- List Contacts
Returns all contacts, cursor-paginated. POST /v1/contact/list.
- List Conversations
Returns all conversations, cursor-paginated. POST /v1/conversation/list.
- List Datasets
Returns all datasets, cursor-paginated. POST /v1/dataset/list.
- List Skillsets
Returns all skillsets, cursor-paginated. POST /v1/skillset/list.
- Update Bot
Updates an existing bot's fields. POST /v1/bot/update.
- Update Contact
Updates an existing contact's fields. POST /v1/contact/update.
- Update Conversation
Updates a conversation's metadata (e.g. name). POST /v1/conversation/update.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.