Connect Docupilot and Mojo Helpdesk

Both apps 63Docupilot 36Mojo Helpdesk 27

• 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 Ticket

  Triggers when a new ticket is created in Mojo Helpdesk.

• Trigger
  New Ticket With Due On

  Triggers when a new Mojo Helpdesk ticket that has a due date is created.

• Trigger
  New Ticket With Scheduled On

  Triggers when a new Mojo Helpdesk ticket that has a scheduled date is created.

• Trigger
  New User

  Triggers when a new user is created in Mojo Helpdesk.

• Action
  Add asset

  Creates a new asset in Mojo Helpdesk Asset Management and returns the created asset.

• Action
  Add Comment to Ticket

  Adds a public comment to a Mojo Helpdesk ticket.

• Action
  Add Staff Note to Ticket

  Adds an internal staff-only note to a Mojo Helpdesk ticket.

• Action
  Add Tag to Ticket

  Adds a tag to a Mojo Helpdesk ticket, creating the tag if it does not exist.

• Action
  Add task to ticket

  Creates a task on a ticket, with optional notes, due date, assignee and completion status.

• Action
  Create Ticket

  Creates a new ticket in Mojo Helpdesk and returns it.

• Action
  Create User

  Creates a new user in Mojo Helpdesk.

• Action
  Delete ticket

  Permanently deletes a ticket, including its comments and attachments.

• Action
  Delete user

  Permanently deletes a user from Mojo Helpdesk. This cannot be undone.

• Action
  Find assets by criteria

  Returns the assets that match a search query, such as a name, tag, serial number, location or assigned user.

• Action
  Find User by Email

  Finds a Mojo Helpdesk user by email address.

• Action
  Get asset

  Returns the details of a single asset, including its status, location, assigned users and attached files.

• Action
  Get Ticket

  Returns one Mojo Helpdesk ticket by its ID, including title, description, status, priority and assignee.

• Action
  Get User

  Returns one Mojo Helpdesk user by ID.

• Action
  List comments

  Returns the comments on a Mojo Helpdesk ticket, including staff notes.

• Action
  List ticket queues

  Returns the ticket queues in your Mojo Helpdesk account, with each queue's id, name and email settings.

• Action
  List tickets

  Returns the tickets in your Mojo Helpdesk, sorted by the field and order you choose.

• Action
  List users

  Returns the users (end users and agents) in your Mojo Helpdesk account.

• Action
  Remove tag from ticket

  Removes a tag from a ticket, identified by the tag's ID or label, and returns the ticket's remaining tags.

• Action
  Search Tickets

  Finds Mojo Helpdesk tickets matching a search query (same syntax as the web app's advanced search).

• Action
  Update asset

  Updates an existing asset in Mojo Helpdesk, changing only the fields you supply.

• Action
  Update Ticket

  Updates an existing Mojo Helpdesk ticket; only the fields you supply change.

• Action
  Update User

  Updates a Mojo Helpdesk user's details; only the fields you supply change (email cannot be changed here).

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