Connect Docupilot to Sender

Both apps 50Docupilot 36Sender 14

• 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

  Triggers when a new group is created.

• Trigger
  New Subscriber

  Triggers when a new subscriber is added.

• Trigger
  New Unsubscriber From Group

  Triggers when a subscriber is removed from a group.

• Trigger
  Updated Subscriber

  Triggers when a subscriber is updated.

• Action
  Add group

  Create a new subscriber group. Endpoint: POST /v2/groups

• Action
  Add Subscriber to Group

  Adds a subscriber to a group.

• Action
  Add / Update Subscriber

  Adds a new subscriber. If subscriber with the same email exists, updates the subscriber's data.

• Action
  Create Campaign

  Creates a draft campaign

• Action
  Get campaign

  Retrieve details of a single campaign by campaign id. Endpoint: GET /v2/campaigns/{campaign_id}

• Action
  Get subscriber

  Retrieve a single subscriber's data by email or subscriber id. Endpoint: GET /v2/subscribers/{subscriber_id}

• Action
  List groups

  List all subscriber groups on the account. Endpoint: GET /v2/groups

• Action
  List subscribers

  List all subscribers on the account, paginated. Endpoint: GET /v2/subscribers

• Action
  Remove Subscriber From Group

  Removes a subscriber from a group.

• Action
  Unsubscribe Email

  Unsubscribes an email address.

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