Connect Docupilot and Fixflo

Both apps 57Docupilot 36Fixflo 21

• 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
  Issue Added

  Triggers when a new repair issue is reported in Fixflo. Each event carries the new issue's ID and API link.

• Trigger
  New Closed Issue

  Triggers when a Fixflo issue is closed. Each event carries the closed issue's ID and API link.

• Trigger
  New Completed Job

  Triggers when a contractor completes the job on a Fixflo issue. Each event carries the issue's ID and API link.

• Action
  Add Issue Comment

  Adds a comment to a Fixflo issue for the agent, tenant or contractor network (used by contractor networks).

• Action
  Add New Issue

  Creates a new repair issue in Fixflo for a property, with its fault details and reporter.

• Action
  Create or Update Contractor

  Creates a Fixflo contractor, or updates an existing one, with their company and contact details.

• Action
  Create or Update Landlord

  Creates a Fixflo landlord, or updates an existing one, with their contact details.

• Action
  Create or Update Property

  Creates a Fixflo property, or updates an existing one, with its address and references.

• Action
  Create or Update Tenant

  Creates a Fixflo tenant (resident), or updates an existing one, with their contact details.

• Action
  Get contractor

  Returns a Fixflo contractor's details, including contact information, address, services and certifications.

• Action
  Get Issue

  Returns one Fixflo issue (repair report) by its ID, including its status, fault, reporter and property.

• Action
  Get landlord

  Returns a Fixflo landlord looked up by ID, email address or external reference.

• Action
  Get Property

  Returns one Fixflo property by its Fixflo ID or your external reference.

• Action
  Get Tenant

  Returns one Fixflo tenant by Fixflo ID, email address or your external reference.

• Action
  List blocks

  Returns the blocks in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  List Contractors

  Returns the agency's Fixflo contractors, optionally filtered by keyword or recent change.

• Action
  List estates

  Returns the estates in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  List issues

  Returns the issues in your Fixflo account, optionally filtered by created, closed, job-created or updated dates and by status.

• Action
  List landlords

  Returns landlords in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  List tenants

  Returns the tenants in your Fixflo account, optionally filtered by keyword or last-updated date.

• Action
  Search Properties

  Searches Fixflo properties by address keyword or reference and returns the matching properties.

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