Connect Docupilot and LearningSuite

Both apps 87Docupilot 36LearningSuite 51

• 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
  Bundle Created

  Triggers when a new bundle is created.

• Trigger
  Custom Popup Created

  Triggers when a new custom popup is added.

• Trigger
  Group Created

  Triggers when a new group is created in your LearningSuite academy.

• Trigger
  Member Created

  Triggers when a new member is added.

• Trigger
  New Community Area

  Triggers when a new community area is created.

• Trigger
  New Community Badge

  Triggers when a new community badge is created.

• Trigger
  New Community Forum

  Triggers when a new community forum is created.

• Trigger
  Team Member Created

  Triggers when a new team member (admin-zone user) is added.

• Trigger
  User Not Logged in for More Than X Days

  Triggers once for each member who has not logged in for at least the given number of days.

• Action
  Activate/Deactivate Member

  Activates or deactivates a member's LearningSuite account.

• Action
  Add Community Badges to User

  Assigns community badges to a user.

• Action
  Append Custom Field Files

  Appends a file, fetched from a public URL, to a user's file custom field.

• Action
  Change Module Access for Member

  Overrides how a specific module of a course is unlocked for one member.

• Action
  Create Webhook Subscription

  Creates a LearningSuite webhook subscription that sends events of the chosen type to a URL.

• Action
  Delete Group

  Deletes a group.

• Action
  Delete Member

  Permanently deletes a member.

• Action
  Delete Popup Trigger

  Removes a pending popup for a member so it is no longer shown.

• Action
  Find Group

  Finds groups by name.

• Action
  Find Member by Email

  Finds a member by email address.

• Action
  Find Member by ID

  Finds a member by ID.

• Action
  Find Team Member by Email

  Finds a team member (admin-zone user) by email.

• Action
  Find Team Member by ID

  Finds a team member (admin-zone user) by ID.

• Action
  Get Bundles of Member

  Returns the bundles a member has, with access details.

• Action
  Get Community Areas

  Returns community areas.

• Action
  Get Community Forums

  Returns community forums, optionally only those in one area.

• Action
  Get Community Posts

  Returns published community posts, optionally filtered by area or forum.

• Action
  Get Course Information of Member

  Returns whether a member has access to a course and their progress and learning time in it.

• Action
  Get Course Progress of Member

  Returns a member's overall progress in a course, in percent.

• Action
  Get Courses From Member

  Returns the courses a member is enrolled in, with access and progress.

• Action
  Get Custom Field Store for User

  Returns a user's whole custom field store: all values, metadata and profiles.

• Action
  Get Custom Field Values for an User

  Returns all custom field values of a user, for one profile.

• Action
  Get Lesson Progress of Member

  Returns a member's progress in one lesson of a course, in percent.

• Action
  Get Members

  Returns members, optionally filtered by creation date or days since last login.

• Action
  Get Members of Course

  Returns the members of a course with their access, and optionally their progress.

• Action
  Get Module Progress of Member

  Returns a member's progress in one module of a course, in percent.

• Action
  Get Modules of Course

  Returns the modules of a course with their default content drip.

• Action
  Get Modules of Course for Member

  Returns the modules of a course with what one member can see and when.

• Action
  Get Published Courses

  Returns every published course in your LearningSuite academy, with its name, description and publish date.

• Action
  Get Team Members

  Returns team members (users with admin-zone access).

• Action
  Give Hub Access

  Gives members, groups or bundles access to a hub.

• Action
  Remove Community Badges From User

  Removes community badges from a user.

• Action
  Remove Courses From Member

  Removes a member's access to courses.

• Action
  Remove Hub Access

  Removes members, groups or bundles from a hub.

• Action
  Remove Member From Bundles

  Removes a member's access to bundles.

• Action
  Remove Members From Groups

  Removes members from groups.

• Action
  Require User by ID

  Returns a member by ID and fails the step when no such member exists.

• Action
  Send Login Information

  Emails a user their login link.

• Action
  Send Push Notifications

  Sends a push notification to users and group members logged into your custom LearningSuite mobile app.

• Action
  Trigger Popup

  Shows a custom popup to a member.

• Action
  Update Lesson

  Renames a lesson or changes its visibility.

• Action
  Update User Data

  Updates a member's profile fields.

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