Connect Docupilot to Easymailing

Both apps 63Docupilot 36Easymailing 27

• 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.

• Action
  Add Member to Automation Queue

  Add member to automation queue. Starts the automation for the member.

• Action
  Add Member to Group

  Add member to group in a specified audience.

• Action
  Cancel Order

  The status of the order will be set to "cancelled". You can use to send an email to the customer to inform him that his order has been cancelled.

• Action
  Create a Campaign

  Creates a campaign draft.

• Action
  Create a Group

  Creates a group in the selected audience.

• Action
  Create a New Cart (Order)

  Creates a new order with status cart in the store.

• Action
  Create or Update Category

  Creates or updates a category in a store.

• Action
  Create or Update Customer

  Creates or updates a customer in a store.

• Action
  Create or Update Member

  Creates or updates a member in a specified audience.

• Action
  Create or Update Product

  Creates or updates a product in a store.

• Action
  Create or Update Variant

  Creates or updates a variant in a store.

• Action
  Delete a Member

  Delete a member in a specified audience.

• Action
  Delete Order

  Delete an order in the selected store.

• Action
  Get Audience

  Get one audience by uuid. GET /audiences/{uuid}.

• Action
  Get Customer by Email

  Finds a customer in an store by their email address.

• Action
  Get Member by Email

  Finds a member in an audience by their email address.

• Action
  List Members

  List members of an audience with pagination. GET /audiences/{audienceUuid}/members.

• Action
  List Orders

  List orders in a store. GET /stores/{storeResourceId}/orders.

• Action
  List Products

  List products in a store. GET /stores/{storeResourceId}/products.

• Action
  Pay Order

  The status of the order will be set to "paid". Orders Paid not trigger the abandoned cart automation and Payment reminder automation.

• Action
  Process Order

  Convert a cart to an order. The status of the order will be set to "new".

• Action
  Refund Order

  The status of the order will be set to "refunded". You can use to send an email to the customer to inform him that his order has been refunded.

• Action
  Remove Member From Group

  Remove member from group in a specified audience.

• Action
  Schedule a Campaign

  Schedules a campaign to be sent at a later date.

• Action
  Send a Campaign

  Sends a campaign now

• Action
  Ship Order

  The status of the order will be set to "shipped". You can use to send an email to the customer to inform him that his order has been shipped.

• Action
  Unsubscribe a Member

  Unsubscribe a member in a specified audience.

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