Connect Docupilot to Freshdesk

Both apps 60Docupilot 36Freshdesk 24

• 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
  New Company

  Triggers when a new company is created.

• Trigger
  New Contact

  Triggers when a new contact is created.

• Trigger
  New Ticket

  Triggers when a new ticket is created.

• Action
  Add Note to Ticket

  Adds a private or public note to a ticket.

• Action
  Create Company

  Creates a new company.

• Action
  Create Contact

  Creates a new contact.

• Action
  Create Ticket

  Creates a new ticket in Freshdesk.

• Action
  Delete Contact

  Deletes a contact by ID.

• Action
  Delete Ticket

  Deletes a ticket by ID.

• Action
  Get Agent

  Retrieves an agent by ID.

• Action
  Get Company

  Retrieves a company by ID.

• Action
  Get Contact

  Retrieves a contact by ID.

• Action
  Get Ticket

  Retrieves a single ticket by ID.

• Action
  List Agents

  Lists all agents.

• Action
  List Companies

  Lists companies.

• Action
  List Contacts

  Lists contacts.

• Action
  List Ticket Conversations

  Lists all conversations (replies and notes) on a ticket.

• Action
  List Tickets

  Lists tickets, most recently updated first.

• Action
  Reply to Ticket

  Adds a public reply to a ticket conversation.

• Action
  Search Contacts

  Searches contacts using a Freshdesk query string.

• Action
  Search Tickets

  Searches tickets using a Freshdesk query string.

• Action
  Update Company

  Updates a company by ID.

• Action
  Update Contact

  Updates a contact by ID.

• Action
  Update Ticket

  Updates an existing ticket by ID.

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