Integration

Connect Docupilot to Peerdom

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

Docupilot2 triggersDocupilot34 actionsPeerdom5 triggersPeerdom24 actions

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What do you want Docupilot and Peerdom 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 Peerdom

Triggers and actions 7 triggers · 58 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 Group
Triggered when a new circle is created
Trigger
New Map
Triggers when a new map is created.
Trigger
New Peer
Triggers when a new peer is created.
Trigger
New Project
Triggers when a new project is created.
Trigger
New Role
Triggers when a new role is created.
Action
Add Goal
Create a goal on a role or circle. POST /goals
Action
Assign Role to Peer
Assigns an existing role to a peer in Peerdom.
Action
Create Group
Creates a new group in Peerdom.
Action
Create Peer
Creates a new peer in Peerdom.
Action
Create Role
Creates a new role in Peerdom.
Action
Delete Group
Delete a group by id. DELETE /groups/{id}
Action
Delete Peer
Delete a peer by id. DELETE /peers/{id}
Action
Delete Role
Delete a role by id from a live or draft map. DELETE /roles/{id}
Action
Get Group
Get a single group by id. GET /groups/{id}
Action
Get Peer
Get a single peer by id. GET /peers/{id}
Action
Get Peer by E-Mail
Get Peer by a Given E-Mail.
Action
Get Project
Get a single project by id. GET /projects/{id}
Action
Get Role
Get a single role by id from a live or draft map. GET /roles/{id}
Action
List Groups
List all groups. GET /groups
Action
List Maps
List all maps in the tenant. GET /maps
Action
List Peers
List all peers in the tenant. GET /peers
Action
List Projects
List all projects. GET /projects
Action
List Roles
List all roles. GET /roles
Action
Unassign Peer From Role
Unassign peer from a given role.
Action
Update Goal
Update a goal by id. PATCH /goals/{id}
Action
Update Group
Updates an existing group (circle, bubble, pod, etc.) in Peerdom.
Action
Update Peer
Updates an existing peer in Peerdom.
Action
Update Project
Update a project by id. PATCH /projects/{id}
Action
Update Role
Updates an existing role in Peerdom.

Each app on its own

The other way round: Peerdom to Docupilot