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Triggers and actions 2 triggers · 49 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
Compute absolute valuecompute the absolute value of an expression, e.g. -1 -> 1.
Action
Compute area under curvecompute the area under a curve between x values c and d, sent as c:d|f(x), e.g. 2:4|x^3 -> 60.
Action
Compute cosinecompute the cosine of an expression in radians, e.g. pi -> -1.
Action
Compute inverse cosinecompute the inverse cosine (arccos) of an expression, e.g. 1 -> 0.
Action
Compute inverse sinecompute the inverse sine (arcsin) of an expression, e.g. 0 -> 0.
Action
Compute inverse tangentcompute the inverse tangent (arctan) of an expression, e.g. 0 -> 0.
Action
Compute logarithm/api/v2/log/:base l:antilog — compute the logarithm, sent as base l antilog (e.g. 2l8 -> 3).
Action
Compute sinecompute the sine of an expression in radians, e.g. 0 -> 0.
Action
Compute tangentcompute the tangent of an expression in radians, e.g. 0 -> 0.
Action
Derive expressioncompute the derivative of a math expression, e.g. x^2+2x -> 2x+2.
Action
Factor expressionfactor a polynomial expression, e.g. x^2+2x -> x (x + 2).
Action
Find tangent linefind the tangent line of a function at x value c, sent as c|f(x), e.g. 2|x^3 -> 12x + -16.
Action
Find zeroesfind the zeroes (roots) of a polynomial expression, e.g. x^2+2x -> [-2, 0].
Action
Integrate expressioncompute the indefinite integral of a math expression, e.g. x^2+2x -> 1/3 x^3 + x^2 + C.
Action
Simplify expressionsimplify a math expression, e.g. 2^2+2(2) -> 8.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.