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Triggers and actions 7 triggers ยท 55 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
Comment AddedTriggers when a comment is added in any task in the selected board.
Trigger
New boardFires when a new board is created. Polls GET /v1/boards.
Trigger
Task AssignedTriggers when a task is is assigned to a user in the selected board.
Trigger
Task CreatedTriggers when a task is created in the selected board.
Trigger
Task MovedTriggers when a task is moved both within a column and between columns in the selected board.
Action
Add boardCreate a new board. Endpoint: POST /v1/boards.
Action
Add commentAdd a comment to a task. Endpoint: POST /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
Add tagCreate a new tag on a board. Endpoint: POST /v1/boards/{boardID}/tags.
Action
Create TaskCreates a task in the specified column of the specified board
Action
Delete boardDelete a board. Endpoint: DELETE /v1/boards/{boardID}.
Action
Delete tagDelete a tag from a board. Endpoint: DELETE /v1/boards/{boardID}/tags/{tagID}.
Action
Delete taskDelete a task. Endpoint: DELETE /v1/boards/{boardID}/tasks/{taskID}.
Action
Get boardRetrieve a single board by id. Endpoint: GET /v1/boards/{boardID}.
Action
Get columnRetrieve a single column on a board. Endpoint: GET /v1/boards/{boardID}/columns/{columnID}.
Action
Get taskRetrieve a single task by id. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}.
Action
List boardsList the boards visible to the connected account. Endpoint: GET /v1/boards.
Action
List board usersList the users who have access to a board. Endpoint: GET /v1/boards/{boardID}/users.
Action
List checkboxesList the checklist items on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/checkboxes.
Action
List columnsList the columns on a board. Endpoint: GET /v1/boards/{boardID}/columns.
Action
List commentsList the comments on a task. Endpoint: GET /v1/boards/{boardID}/tasks/{taskID}/comments.
Action
List tagsList the tags defined on a board. Endpoint: GET /v1/boards/{boardID}/tags.
Action
List tasksList the tasks on a board. Endpoint: GET /v1/boards/{boardID}/tasks.
Action
Move taskMove a task to a different column or assign it to a user. Endpoint: PATCH /v1/boards/{boardID}/tasks/{taskID}.
Action
Update boardEdit a board's name or settings. Endpoint: PUT /v1/boards/{boardID}.
Action
Update columnRename a board column. Endpoint: PATCH /v1/boards/{boardID}/columns/{columnID}.
Action
Update taskEdit a task's fields. Endpoint: PUT /v1/boards/{boardID}/tasks/{taskID}.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
Each app on its own
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