Integration

Connect Docupilot to noCRM.io

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

Docupilot2 triggersDocupilot34 actionsnoCRM.io8 triggersnoCRM.io16 actions

Browse all apps

Build it

What do you want Docupilot and noCRM.io 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.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

Connect Claude Code

Everything your agent can do with Docupilot and noCRM.io

Triggers and actions 10 triggers · 50 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
Lead Status Changed
Triggers when a specific status of the lead is changed.
Trigger
New Client Folder
Triggers when a client folder is created.
Trigger
New Deleted Lead
Triggers when a lead is deleted. This trigger only works for Expert edition and above .
Trigger
New Lead
Triggers when a lead is created.
Trigger
New Lead Assigned
Triggers when a lead is assigned or re-assigned to someone. This trigger only works for Expert edition and above .
Trigger
New Lead Comment
Triggers when a lead is comment on. This trigger only works for Expert edition and above .
Trigger
New Lead Content or Title Changed
Triggers when the content or the title of a lead is updated. This trigger only works for Expert edition and above .
Trigger
New Prospect
Triggers when a prospect is created in any prospecting list or in a specific one. This trigger only works for Expert edition and above .
Action
Add Attachment
Add an attachment to a lead
Action
Add Comment
Create a comment on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Add Tags
Create a new tag on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Assign Lead
Assign the lead to a user
Action
Call Simplified API
Call our simplified API to interact with your data
Action
Change Lead's Title
Change the title of a lead
Action
Change Status
Change the status of a lead to Standby, Won, Cancelled or Lost
Action
Change Step
Change the step of a lead
Action
Create Lead
Creates a new lead.
Action
Create Prospect
Create a prospect on a specific prospecting list based on the data given. This action only works for Expert edition and above .
Action
Delete Lead
Moves a lead to the trash.
Action
Find Lead
Finds a lead from an email address.
Action
Get Lead
Look up one lead by its id and return its full details, including its status, reminder, amount, owner and your account's own custom fields.
Action
Log an Activity
Log an activity on a specific lead based on the parameters given. This action only works for Expert edition and above .
Action
Set Amount and Probability
Set the amount and the probability of a lead
Action
Set the Estimated Closing Date
Set the estimated closing date on a lead

Each app on its own

The other way round: noCRM.io to Docupilot