Integration

Connect Docupilot to Yay! Forms

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

Docupilot2 triggersDocupilot34 actionsYay! Forms1 triggerYay! Forms12 actions

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What do you want Docupilot and Yay! Forms 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 Yay! Forms

Triggers and actions 3 triggers · 46 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 a new response is submitted.
Action
Create Field
Adds a new question field to a Yay! Forms form and returns the created field.
Action
Create Form
Creates a new form in a Yay! Forms workspace and returns the created form, including its ID and public key.
Action
Delete Field
Deletes one question field from a Yay! Forms form.
Action
Delete Form
Deletes a Yay! Forms form along with its fields and responses.
Action
Get Form
Returns one Yay! Forms form with its settings, theme, status and response counts.
Action
Get Form Stats
Returns view, start and response counts for a Yay! Forms form, plus its completion rate and average time to complete.
Action
List Fields
Returns every question field on a Yay! Forms form, in the order they appear.
Action
List Forms
Returns the forms in a Yay! Forms workspace, one page at a time.
Action
List Responses
Returns the responses submitted to a Yay! Forms form, one page at a time.
Action
List Workspaces
Returns the Yay! Forms workspaces you have access to, with each workspace's id, name and plan.
Action
Update Field
Updates one question field on a Yay! Forms form. Anything you leave blank keeps its current value.
Action
Update Form
Updates a Yay! Forms form's details and settings. Anything you leave blank keeps its current value.

Each app on its own

The other way round: Yay! Forms to Docupilot