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Triggers and actions 4 triggers · 60 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.
Trigger
List Maintenance WindowsGets a list of maintenance windows (GET /maintenance_windows).
Trigger
New IncidentsPolls for new incidents in PagerDuty (GET /incidents, newest first).
Action
Add RespondersRequest additional responders (a user or escalation policy) to help with an incident.
Action
Add Team MemberAdd a user to a team with a given role.
Action
Create IncidentCreates an incident in PagerDuty (POST /incidents).
Action
Create Note on IncidentCreates a note on a given incident.
Action
Delete or End a Maintenance WindowDeletes a maintenance window that hasn't started yet, or ends one that is ongoing.
Action
Get Escalation PolicyRetrieve a single escalation policy by its ID.
Action
Get IncidentRetrieve a single PagerDuty incident by id.
Action
Get ScheduleRetrieve a single on-call schedule by its ID.
Action
Get ServiceRetrieve a single PagerDuty service by id.
Action
Get TeamRetrieve a single team by its ID.
Action
Get User InformationGets a user's information based on provided ID.
Action
List Escalation PoliciesList PagerDuty escalation policies (GET /escalation_policies).
Action
List Incident NotesList all notes attached to an incident.
Action
List IncidentsList PagerDuty incidents with filters (statuses, service_ids, urgencies, date range) (GET /incidents).
Action
List On-CallsList current on-call entries — who is on call now, by escalation policy/schedule/user/time window (GET /oncalls).
Action
List Schedule OverridesList overrides on a schedule within a required since/until time window.
Action
List SchedulesList PagerDuty on-call schedules (GET /schedules).
Action
List ServicesList PagerDuty services (GET /services).
Action
List TeamsList all teams in the account.
Action
List UsersList PagerDuty users (GET /users).
Action
Manage IncidentsBulk acknowledge or resolve multiple incidents in a single call.
Action
Snooze IncidentSnooze a triggered/acknowledged incident for a number of seconds so it won't re-alert until the snooze expires.
Action
Two-way sync add a maintenance windowCreates a maintenance window for use with two-way sync triggers (POST /maintenance_windows). Does not update. Use only with two-way sync triggers.
Action
Two-way sync add or update an incidentCreates or updates an incident for use with two-way sync triggers (POST /incidents; incident_key dedups). Use only with two-way sync triggers.
Action
Update IncidentUpdates an incident in PagerDuty. Set status to acknowledged or resolved to manage the incident.
Action
Update Maintenance WindowUpdates a maintenance window.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.