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What do you want Docupilot and Icypeas to do together?
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Triggers and actions 2 triggers ยท 44 actions
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace 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 DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
Action
Company ScraperPulls a company's details from its LinkedIn page.
Action
Company URL FinderLooks up a company by name or domain and returns the web address Icypeas holds for it.
Action
Domain SearchStarts a scan of a domain or company for its shared email addresses, such as contact@ or sales@. The results are collected afterwards with Get Single Results.
Action
Email SearchStarts a search for a person's work email address from their name and company, and returns the search Icypeas queued so you can collect the result.
Action
Email Search SyncFinds a person's work email address from their name and company, waiting for the answer and returning it straight away.
Action
Email VerificationStarts a check of whether an email address is real and deliverable. The verdict is collected afterwards with Get Single Results.
Action
Email Verification SyncChecks whether an email address is deliverable and returns the verdict straight away.
Action
Get Single ResultsCollects the result of an Icypeas search you started earlier, using the search id it gave you.
Action
Profile ScraperPulls a person's details from their LinkedIn profile.
Action
Profile URL FinderFinds a person's professional profile address from their name and the company they work for.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.