Connect Docupilot and Geekbot

Both apps 54Docupilot 36Geekbot 18

• 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 Report

  Triggers when a new standup report is submitted in Geekbot.

• Action
  Add out-of-office period

  Schedules an out-of-office period for you or, if you are an admin, for another team member, covering whole days from the start date to the end date.

• Action
  Add poll

  Creates a one-shot Geekbot poll that posts a question with answer choices to a channel.

• Action
  Add standup

  Creates a new Geekbot standup with its questions, schedule and broadcast channel.

• Action
  Delete report

  Deletes a standup report you authored, removing its broadcast message if one was posted.

• Action
  Delete standup

  Deletes a standup and returns the details of the standup that was removed. You must have permission to edit the standup.

• Action
  Get current user

  Returns the user who owns the connected API key, along with the team they belong to.

• Action
  Get poll

  Returns one poll you created, including its schedule, channel, members and optionally its questions.

• Action
  Get report

  Returns one submitted standup report, including who posted it, when, and the answer to each question.

• Action
  Get standup

  Returns one standup by id, including its schedule, members, broadcast settings and optionally its questions.

• Action
  List out-of-office periods

  Returns out-of-office periods for the team members you can view, ordered by start date, optionally narrowed by users, standups or a date window.

• Action
  List polls

  Returns the active and paused polls you created in Geekbot, optionally filtered by state, channel, anonymity or creation date.

• Action
  List poll votes

  Returns the vote results for a poll, grouped by broadcast and question. Without a date range it covers only the latest broadcast.

• Action
  List reports

  Returns submitted Geekbot standup reports within a time window, optionally filtered by standup or user.

• Action
  List standups

  Returns the active and paused standups visible to the connected user, with optional filters for state, anonymity, channel and creation date.

• Action
  List teams

  Returns the Geekbot team tied to the connected API key, including its users who take part in at least one standup visible to the connected user.

• Action
  Start Report

  Starts a standup immediately so its report questions go out, either to all of its participants or only to the users or emails you name. Returns the vendor's confirmation that the standup was queued.

• Action
  Update standup

  Updates a standup's name, schedule, questions, channel and participants. Returns the updated standup.

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