Integration

Connect Docupilot to Uplup

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

Docupilot2 triggersDocupilot34 actionsUplup1 triggerUplup17 actions

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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 Uplup

Triggers and actions 3 triggers · 51 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 Response
Triggers when someone submits a response to a quiz or form in Uplup. Includes all answers, contact info, and quiz-specific data like score and result.
Action
Add field
Add a new field to a form at an optional position. POST /api/v1/forms/{form_id}/fields.
Action
Add form
Create a new form or quiz with optional fields, styling, and quiz settings. POST /api/v1/forms.
Action
Add wheel
Create a new spinning wheel with customizable entries, settings, and appearance. POST /api/v1/wheels.
Action
Add wheel entries
Append one or more entries to a wheel without replacing the existing list. POST /api/v1/wheels/{wheel_id}/entries.
Action
Delete field
Remove a field from the form. DELETE /api/v1/forms/{form_id}/fields/{field_id}.
Action
Delete form
Permanently delete a form and all associated data. DELETE /api/v1/forms/{form_id}.
Action
Delete wheel
Permanently delete a wheel and all its associated data including spin history. DELETE /api/v1/wheels/{wheel_id}.
Action
Get form
Retrieve a single form with all its fields, pages, styling, and settings. GET /api/v1/forms/{form_id}.
Action
Get wheel
Retrieve detailed information about a specific wheel including all entries and settings. GET /api/v1/wheels/{wheel_id}.
Action
List fields
Get all fields for a form, ordered by position. GET /api/v1/forms/{form_id}/fields.
Action
List forms
Return a paginated list of all forms and quizzes in the account. GET /api/v1/forms.
Action
List submissions
Get paginated submissions for a form with optional filtering (limit, since). GET /api/v1/forms/{form_id}/submissions.
Action
List wheels
Retrieve a paginated list of all wheels belonging to the account. GET /api/v1/wheels.
Action
Spin wheel
Programmatically spin a wheel and get a randomly selected winner; the spin is recorded to the wheel's results history. POST /api/v1/wheels/{wheel_id}/spin.
Action
Update field
Update field properties; only provided fields are modified. PATCH /api/v1/forms/{form_id}/fields/{field_id}.
Action
Update form
Update form properties; only provided fields are modified. PATCH /api/v1/forms/{form_id}.
Action
Update wheel
Update an existing wheel's title, entries, settings, and appearance. PUT /api/v1/wheels/{wheel_id}.

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