Connect Docupilot to Openlayer

Both apps 60Docupilot 36Openlayer 24

• 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 Project

  Triggers when a new project is created in your Openlayer workspace.

• Trigger
  New Test Result

  Triggers when a new test result is available for a data source. Useful for alerting on passing or failing model tests.

• Action
  Create Data Source

  Creates a new data source in a project for streaming production data to Openlayer.

• Action
  Create Project

  Creates a new AI or ML project in your Openlayer workspace.

• Action
  Create Test

  Creates a data quality test in a project. Checks for duplicate rows, null values, or row counts.

• Action
  Delete Inference Pipeline

  Delete an inference pipeline by its ID. DELETE /inference-pipelines/{id}

• Action
  Delete Project

  Delete a project by its ID. DELETE /projects/{id}

• Action
  Delete Test

  Delete a test by its ID. DELETE /tests/{testId}

• Action
  Evaluate Test

  Evaluates a test for a specific time range. Use after publishing records to get immediate results.

• Action
  Find Data Source

  Finds a data source (inference pipeline) by name in a project.

• Action
  Find Project

  Finds a project by name in your Openlayer workspace.

• Action
  Find Test Result

  Finds test results for a data source, including whether each test passed or failed. Filter by outcome or test type to branch an automation on the result.

• Action
  Get Inference Pipeline

  Retrieve the details around a specific inference pipeline. GET /inference-pipelines/{id}

• Action
  Get Project

  Retrieves one project by its id. Openlayer has no single-project endpoint, so this reads the workspace's first 100 projects and returns the one matching the id.

• Action
  Get Test

  Retrieve a test by ID. GET /tests/{testId}

• Action
  Get Test Result

  Retrieves one test result by its id. Openlayer has no single-result endpoint, so this reads the data source's 100 most recent results and returns the matching one.

• Action
  List Inference Pipelines

  List the authenticated user's inference pipelines under a project. GET /projects/{id}/inference-pipelines

• Action
  List Projects

  Lists the projects in your Openlayer workspace, optionally narrowed to one kind of project. Returns up to 100 projects.

• Action
  List Test Results

  List all results for a test/goal under an inference pipeline. GET /inference-pipelines/{id}/results or GET /tests/{id}/results

• Action
  List Tests

  Lists the tests in a project, optionally narrowed by kind, archived state or monitoring mode. Returns up to 100 tests.

• Action
  Publish Record

  Publishes an LLM inference record to a data source for monitoring. Streams the model input, output, and metadata to Openlayer.

• Action
  Update Inference Pipeline

  Update an inference pipeline. PUT /inference-pipelines/{id}

• Action
  Update Project

  Update a project. PUT /projects/{id}

• Action
  Update Test

  Update a test (partial updates allowed). PUT /tests/{testId}

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