Integration

Connect Docupilot to LeanKit

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

Docupilot2 triggersDocupilot34 actionsLeanKit3 triggersLeanKit37 actions

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What do you want Docupilot and LeanKit 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 LeanKit

Triggers and actions 5 triggers · 71 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
New board
Polling trigger: fires when a new board is created.
Trigger
New card
Polling trigger: fires when a new card is added to the specified board.
Trigger
New card in lane
Polling trigger: fires when a new card is added to the specified lane in the specified board.
Action
Add Card Connections
Create parent and child connections — LeanKit AgilePlace v2 API (connections/create)
Action
Add Comment
Create a comment — LeanKit AgilePlace v2 API (comment/create)
Action
Archive a board
Archive a board — LeanKit AgilePlace v2 API (board/archive)
Action
Assign or unassign one or more users or teams to cards
Assign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
Action
Create a card
Create a card — LeanKit AgilePlace v2 API (card/create)
Action
Create an attachment
Create an attachment — LeanKit AgilePlace v2 API (attachment/create)
Action
Create a new board
Create a new board — LeanKit AgilePlace v2 API (board/create)
Action
Create a new planning increment
Create a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
Action
Create a new planning series
Create a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
Action
Create a team
Create a team — LeanKit AgilePlace v2 API (team/create)
Action
Create dependencies
Create dependencies — LeanKit AgilePlace v2 API (dependencies/create)
Action
Delete a board
Delete a board — LeanKit AgilePlace v2 API (board/delete)
Action
Delete an attachment
Delete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
Action
Delete a planning increment by id
Delete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
Action
Delete a team
Delete a team — LeanKit AgilePlace v2 API (team/delete)
Action
Delete Card
Delete a card by id — LeanKit AgilePlace v2 API (card/delete)
Action
Delete multiple cards
Delete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
Action
Get a list of attachments for a card
Get a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
Action
Get a list of cards
Get a list of cards — LeanKit AgilePlace v2 API (card/list)
Action
Get a list of leaf lanes for a board (lanes that can hold cards)
Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
Action
Get a list of parent cards
Get a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
Action
Get a list of planning series for an account
Get a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
Action
Get a list of tags on a board
Get a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
Action
Get a list of task cards for a card
Get a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
Action
Get an attachment's contents
Get an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
Action
Get a specified planning series
Get a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
Action
Get Board
Retrieve a board by ID, including its lanes.
Action
Get Card
Get card details by card id — LeanKit AgilePlace v2 API (card/get)
Action
Get User
Retrieve a user by ID.
Action
List Boards
List boards on the account.
Action
List Board Users
List board users — LeanKit AgilePlace v2 API (board/user-roles)
Action
List Comments
List comments on a card.
Action
List Users
List users on the account.
Action
Move Card
Move a card — LeanKit AgilePlace v2 API (card/move)
Action
Search Cards
Search cards on a board with filters.
Action
Unarchive a board
Unarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
Action
Update Card
Update a card — LeanKit AgilePlace v2 API (card/update)

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The other way round: LeanKit to Docupilot