Connect Docupilot to OnceHub

Both apps 68Docupilot 36OnceHub 32

• 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
  Booking Canceled

  Triggers when a OnceHub booking is canceled by the customer or by someone on your team.

• Trigger
  Booking Cancelled and Rescheduled

  Triggers when a customer cancels a OnceHub booking and then reschedules it on a different booking page.

• Trigger
  Booking Completed

  Triggers when a OnceHub booking's end time has passed and the meeting is marked completed.

• Trigger
  Booking Lifecycle Event

  Triggers on any OnceHub booking event — scheduled, rescheduled, reassigned, canceled, completed or no-show — with the event name included so you can branch on it.

• Trigger
  Booking No-Show

  Triggers when a OnceHub booking is marked as a no-show.

• Trigger
  Booking Rescheduled

  Triggers when a OnceHub booking is rescheduled to a new time.

• Trigger
  Booking Scheduled

  Triggers when a new OnceHub booking is scheduled.

• Trigger
  Contact Captured

  Triggers when a new contact is captured in OnceHub.

• Trigger
  Contact Lifecycle Event

  Triggers whenever a OnceHub contact is created or changed, so you catch the whole contact lifecycle in one place.

• Trigger
  Contact Updated

  Triggers when an existing OnceHub contact is updated.

• Trigger
  Conversation Abandoned

  Triggers when a website visitor stops replying to a OnceHub chatbot for more than ten minutes and the conversation is abandoned.

• Trigger
  Conversation Closed

  Triggers when a OnceHub chatbot conversation is closed.

• Trigger
  Conversation Lifecycle Event

  Triggers on any OnceHub conversation event — started, closed or abandoned — with the event name included so you can branch on it.

• Trigger
  Conversation Started

  Triggers when a website visitor sends their first message to a OnceHub chatbot and a conversation starts.

• Trigger
  Reassigned Booking

  Triggers when a OnceHub booking is reassigned to a different host.

• Action
  Cancel Booking

  Cancels a OnceHub booking, optionally with a reason and without emailing the customer.

• Action
  Create Contact

  Creates a new contact in OnceHub. Give at least an email address or a mobile number.

• Action
  Create One-Time Booking Link

  Creates a one-time booking link for a published OnceHub booking calendar, optionally prefilling the booking form and pinning the host or duration.

• Action
  Delete Contact

  Deletes a contact from OnceHub.

• Action
  Find Contact

  Finds a OnceHub contact by email address.

• Action
  Get Available Time Slots

  Returns the open meeting times on a OnceHub booking calendar for the window you choose.

• Action
  Get Booking Calendar

  Returns one OnceHub booking calendar with its host, public link and meeting length.

• Action
  Get Booking Details

  Returns one OnceHub booking with its time, customer details and booking form answers.

• Action
  Get Contact

  Returns one OnceHub contact with its details and custom fields.

• Action
  Get Contact's Future Meetings

  Returns a contact's upcoming OnceHub meetings — the bookings that start after the time you give.

• Action
  List Booking Calendars

  Lists the booking calendars in your OnceHub account.

• Action
  List Bookings

  Lists OnceHub bookings, with optional filters for status, contact, host, calendar and date range.

• Action
  List Contacts

  Lists the contacts in your OnceHub account, with optional email and date filters.

• Action
  Mark Booking as No-Show

  Marks a OnceHub booking as a no-show.

• Action
  Reassign Booking

  Reassigns a OnceHub booking to a different host, optionally naming the video conferencing service to use.

• Action
  Request Reschedule

  Asks the customer to pick a new time for a OnceHub booking, optionally telling them why.

• Action
  Update Contact

  Updates an existing OnceHub contact. Only the fields you fill in are changed; anything left blank keeps its current value.

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