Integration

Connect Docupilot to One Tap

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

Docupilot2 triggersDocupilot34 actionsOne Tap2 triggersOne Tap21 actions

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What do you want Docupilot and One Tap 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.

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Everything your agent can do with Docupilot and One Tap

Triggers and actions 4 triggers · 55 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
New Participant Check-in
Triggered when a participant is checked in on a One Tap list.
Trigger
New Profile
Triggered when a new person profile is created in One Tap.
Action
Add Punch Pass
Creates a punch pass for a profile, giving them a set number of check-ins that can be redeemed over time. Returns the new punch pass.
Action
Check in participant
Checks in a participant on a One Tap list, recording the check-in time, location and method. Returns the updated participant.
Action
Check out participant
Checks out a participant on a One Tap list, recording the check-out time, location and method. Returns the updated participant.
Action
Create List
Creates a new list (event) in One Tap that people can be checked in to. Returns the new list.
Action
Create Participant
Adds a profile to a One Tap list as a participant, optionally recording a check-in or check-out at the same time. Returns the new participant.
Action
Create Profile
Creates a new person profile in One Tap, including any custom fields the account has defined. Returns the new profile.
Action
Delete List
Deletes a list (event) from One Tap. Returns the vendor's confirmation of the deletion.
Action
Delete Pass
Deletes a pass from One Tap so it can no longer be used to check in. Returns the vendor's confirmation of the deletion.
Action
Delete Profile
Deletes a person's profile from One Tap. Returns the vendor's confirmation of the deletion.
Action
Get List
Returns a single One Tap list (event) with its schedule, check-in settings and survey data.
Action
Get Lists
Returns the lists (events) in the One Tap account, with optional filtering by name, date range, type or parent list.
Action
Get Participants on List
Returns the participants on a One Tap list, with their check-in and check-out details.
Action
Get Passes
Returns the passes in the One Tap account, optionally limited to one profile, participant or pass type.
Action
Get Profile
Returns a single person's profile from One Tap, including the account's custom fields.
Action
Get Profile Passes
Returns the passes belonging to one person's profile in One Tap.
Action
Get Profiles
Returns the people profiles in the One Tap account, with optional search, favorite filtering and sorting.
Action
Redeem Punch Pass
Redeems one punch on a punch pass by linking it to a check-in. Returns the updated punch pass.
Action
Remove Participant
Removes a participant from a One Tap list. Returns the vendor's confirmation of the removal.
Action
Update List
Updates a One Tap list (event) — its name, dates, description and check-in settings. Only the values supplied are changed. Returns the updated list.
Action
Update Participant
Updates a participant's check-in and check-out details on a One Tap list. Only the values supplied are changed. Returns the updated participant.
Action
Update Profile
Updates a person's profile in One Tap, including the account's custom fields. Only the values supplied are changed. Returns the updated profile.

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