Connect Docupilot and Paystack

Both apps 64Docupilot 36Paystack 28

• 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
  Abandoned Transaction

  Triggers when a customer starts a payment but does not complete it, leaving an abandoned transaction.

• Trigger
  Cancelled Subscription

  Triggers when a subscription is cancelled.

• Trigger
  New Chargeback

  Triggers when a customer files a new chargeback (transaction dispute) on your Paystack account.

• Trigger
  New Invoice

  Triggered when a new invoice (payment request) is created in Paystack.

• Trigger
  New Order

  Triggered when a new order is created on your Paystack storefronts or products.

• Trigger
  New Payment Page Transaction

  Triggers when a customer pays through one of your Paystack payment pages. Returns the transaction with its amount, customer, and the page it came from.

• Trigger
  New Refund

  Triggered when a new refund is created in your Paystack account.

• Trigger
  New Subscription

  Triggers when a new subscription is created on your Paystack integration.

• Trigger
  New Transaction

  Triggers when a new transaction is created on your Paystack integration, optionally limited by status, channel, customer and more.

• Trigger
  New Transfer

  Triggered when a new transfer is created on your Paystack business.

• Trigger
  Subsciption Renewal

  Triggers when a subscription renews, meaning a further payment has been made after its first one.

• Action
  Add Product

  Creates a new product on your Paystack integration and returns the created product.

• Action
  Cancel Subscription

  Cancels an active Paystack subscription so the customer is no longer charged on renewal.

• Action
  Check Terminal Status

  Returns whether a Paystack Terminal is online and available to receive an event, so you can check it before sending one.

• Action
  Create Refund

  Creates a refund for a previously completed Paystack transaction, in full or for part of its amount. Returns the new refund and its status.

• Action
  Create Subscription

  Creates a subscription that puts a customer on one of your plans, and returns the new subscription's id, code and email token.

• Action
  Create Virtual Terminal

  Creates a Virtual Terminal on your Paystack integration, with the WhatsApp numbers that should receive its payment notifications.

• Action
  Find Customer

  Returns the Paystack customer matching an email address or customer code, including their transactions, subscriptions and saved authorizations.

• Action
  Find Order

  Returns the details of a Paystack order, including its customer, items and payment status, for the order ID you supply.

• Action
  Find Transaction

  Returns the transaction that matches a transaction reference, including its status, amount, customer and payment authorization.

• Action
  Find Transfer

  Returns the transfer that matches the specified transfer reference, including its status, amount and recipient.

• Action
  Get Customer Totals

  Returns how many transactions a Paystack customer has made and the total value of those transactions, along with the customer's full record.

• Action
  Initialize Transaction

  Creates a new pending Paystack transaction and returns the checkout link to send your customer to, along with its access code and reference.

• Action
  Initiate a Direct Debit Request

  Starts linking a bank account to a customer for Direct Debit and returns the link the customer opens to authorize the mandate.

• Action
  Remove Phone Number From Virtual Terminal

  Removes one or more WhatsApp phone numbers from a Paystack Virtual Terminal, so they stop receiving its payment notifications.

• Action
  Resolve Account Number

  Returns the account name registered to a bank account number, so you can confirm who an account belongs to before paying it.

• Action
  Send Simple Invoice

  Creates a payment request that issues an invoice to a customer and, by default, emails it to them. Returns the new invoice, including its request code.

• Action
  Share Link for Updating Subscription Card

  Returns a link you can share with a customer so they can update the card on their subscription.

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