Integration

Connect Docupilot to HigherGov

When something happens in Docupilot, your agent does the next thing in HigherGov. Describe it in plain language and the automation is built, tested on every branch and kept running.

Docupilot2 triggersDocupilot34 actionsHigherGov1 triggerHigherGov10 actions

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What do you want Docupilot and HigherGov to do together?

Describe it and your agent reads both APIs, builds the automation, tests every branch and ships it. The list below is what exists today, not the limit.

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Everything your agent can do with Docupilot and HigherGov

Triggers and actions 3 triggers · 44 actions

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
Pursuit Added
Triggered when a new pursuit is added to your HigherGov pipeline.
Action
Find Agencies
Returns U.S. government agencies from HigherGov, with each agency's ID, name, abbreviation, type and place in the agency hierarchy. Supply an agency ID to look up a single one.
Action
Find Awardees
Returns companies that hold U.S. government awards, with each company's name, Unique Entity ID, CAGE code, address, contacts, industry codes and SAM registration dates. Filter by Unique Entity ID, CAGE code, parent company or industry code.
Action
Find Contract Vehicles
Returns U.S. government contract vehicles, each with its name, description, type, status, award date and the awarding and funding agencies.
Action
Find Federal Contracts
Returns U.S. federal contract awards, each with its Award ID, winning company, awarding and funding agencies, dollar values, performance dates, industry codes and place of performance. Filter by company, agency, industry code, contract vehicle or a saved HigherGov search.
Action
Find Federal Grants
Returns U.S. federal grant awards, each with its Award ID, recipient organization, awarding and funding agencies, grant program number, dollar amounts and dates. Filter by recipient, agency, program number or a saved HigherGov search.
Action
Find Opportunities
Returns open U.S. government contract and grant opportunities, each with its title, description, posting agency, source, posted and due dates. Filter by agency, source, posted date or a saved HigherGov search.
Action
Find People
Returns federal, state and local government contacts, each with their name, title, email, phone and agency. Supply an email address to look up one specific person.
Action
Find Pursuits
Returns the pursuits your team is tracking in HigherGov, each with its keys, name, stage and related opportunity details. Filter to a single pursuit by its key or your own reference ID.
Action
Find State and Local Contracts
Returns U.S. state and local government contract awards, each with its buyer, supplier, award amount and start and end dates. Filter by date range or a saved HigherGov search.
Action
Get Opportunity Documents
Returns the documents attached to a government opportunity, each with its file name, type, size, posted date, download link and extracted text.

Each app on its own

The other way round: HigherGov to Docupilot