Connect Docupilot and Grafana

Both apps 61Docupilot 36Grafana 25

• 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 Dashboard

  Triggers when a new dashboard is created in your Grafana instance.

• Action
  Add Team Member

  Adds an existing Grafana user to a team.

• Action
  Create Alert Rule

  Creates a Grafana-managed alert rule (or recording rule) in a folder and rule group, and returns the new rule.

• Action
  Create Annotation

  Creates an annotation in Grafana, either on a specific dashboard panel or as an organization-wide annotation. Supports point-in-time and region annotations with tags.

• Action
  Create Folder

  Creates a new folder in Grafana, optionally nested under a parent folder.

• Action
  Create or Update Dashboard

  Creates a new dashboard or updates an existing one from a complete dashboard model, optionally placing it in a folder and recording a version-history message.

• Action
  Create Team

  Creates a new team in your Grafana organization with a name and optional email.

• Action
  Delete Alert Rule

  Deletes a Grafana-managed alert rule or recording rule by its UID.

• Action
  Delete Annotation

  Deletes an annotation from Grafana by its id.

• Action
  Delete Dashboard

  Deletes a dashboard from your Grafana instance by its unique identifier.

• Action
  Delete Folder

  Deletes a Grafana folder along with all dashboards and alerts stored in it.

• Action
  Find Annotations

  Returns annotations matching the given time range, dashboard, panel, user, alert, type or tags.

• Action
  Find Teams

  Finds teams in your Grafana organization by name or partial name.

• Action
  Get Alert Rule

  Returns a single Grafana-managed alert rule or recording rule by its UID, including its queries, labels, annotations and folder.

• Action
  Get Annotation

  Returns a single annotation by its id, including its text, tags, time range and the dashboard and panel it belongs to.

• Action
  Get Dashboard

  Returns a Grafana dashboard, including its full dashboard model and metadata such as its folder and URL, given the dashboard's unique identifier.

• Action
  Get Data Source

  Returns a single Grafana data source, including its type, URL, access mode and settings, looked up by its UID.

• Action
  Get Folder

  Returns a Grafana folder by its UID, including its title and parent folder.

• Action
  Get Team

  Returns a Grafana team's details (name, email, organization, created and updated times) by its ID.

• Action
  List Data Sources

  Returns all data sources configured in your Grafana organization, with their names, types and connection settings.

• Action
  List Folders

  Returns all folders in your Grafana organization that you have permission to view, with each folder's UID, title and parent folder.

• Action
  Remove Team Member

  Removes a user from a Grafana team.

• Action
  Update Alert Rule

  Updates an existing Grafana alert or recording rule, replacing its title, queries, condition, labels and other settings.

• Action
  Update Annotation

  Updates the text, tags, or time range of an existing annotation. Fields left blank keep their current values.

• Action
  Update Folder

  Updates an existing folder's title, or moves it under a different parent folder.

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