Connect Docupilot and Skyvern

Both apps 52Docupilot 36Skyvern 16

• 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 or Updated Skyvern Workflow

  Triggers when a Skyvern workflow (agent) is created or a new version of it is saved.

• Action
  Add browser session

  Creates a Skyvern browser session that persists across multiple task and workflow runs, and returns its session id and live-view link.

• Action
  Add credential

  Creates a new stored credential (login, credit card or secret) in your Skyvern organization for use by tasks and agents.

• Action
  Add workflow

  Creates a new Skyvern workflow (agent) from a JSON or YAML definition and returns the saved workflow.

• Action
  Cancel run

  Cancels a running Skyvern task run or workflow run by its id.

• Action
  Create and Run a Task

  Starts a Skyvern browser-automation task from a plain-language prompt and returns the new run, including its id, status and link in the Skyvern app.

• Action
  Create and Run Task V2

  Starts a Skyvern 2.0 browser task from a natural-language prompt and returns the new run's id and status.

• Action
  Delete workflow

  Deletes a Skyvern workflow (agent) by its ID.

• Action
  Get a Browser Session

  Returns the details of a Skyvern browser session, including its status, browser address for connecting, downloaded files and recordings.

• Action
  Get a Task

  Returns a Skyvern task run by its id, including its status, extracted output, downloaded files, recording and screenshots.

• Action
  Get a Task V2

  Returns the status, output, recording and screenshots of a Skyvern task run.

• Action
  Get a Workflow

  Returns a Skyvern workflow (agent) by its permanent id, including its blocks, parameters and settings.

• Action
  List credentials

  Returns the credentials stored in your Skyvern organization, optionally filtered by vault, type or search text. Secrets are never included.

• Action
  List runs

  Returns your organization's task and agent runs, newest first, optionally filtered by status, run type, agent, tags, failure category or a search term.

• Action
  List workflows

  Returns the workflows (agents) in your Skyvern organization, optionally filtered by search text, folder, status or tags. Returns up to 100 workflows.

• Action
  Run a Workflow

  Starts a run of one of your Skyvern workflows (agents) with the parameters you supply, and returns the new run's id, status and link.

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