Connect Docupilot and Zeeg

Both apps 66Docupilot 36Zeeg 30

• 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 routing form submission

  Triggers when someone submits a Zeeg routing form.

• Action
  Add CRM company

  Creates a company in your Zeeg CRM.

• Action
  Add CRM person

  Creates a new person record in the Zeeg CRM with first/last name, optional linked company by UUID, and social profile URLs.

• Action
  Add note

  Attaches an internal note to a scheduled event. Notes are visible only to event hosts and workspace members with access to the event, never to invitees.

• Action
  Add scheduled event

  Books a new event on a Zeeg scheduling page for an invitee. Requires an active paid Zeeg subscription.

• Action
  Cancel scheduled event

  Cancel a specific scheduled event in Zeeg, optionally with a reason.

• Action
  Delete CRM company

  Deletes a company from your Zeeg CRM.

• Action
  Delete CRM person

  Permanently deletes a CRM person in Zeeg, along with their notes, activity logs and relationships.

• Action
  Delete time off

  Deletes a time-off period.

• Action
  Get available time slots

  Returns the available booking time slots of a Zeeg scheduling page for a date range. Requires an active paid Zeeg subscription and a token with the timetable or admin:full scope.

• Action
  Get CRM company

  Returns one company from your Zeeg CRM.

• Action
  Get CRM person

  Retrieves a single CRM person record by ID, including social links, linked company, and custom attributes.

• Action
  Get current user

  Returns the email address of the Zeeg user whose API token the connection uses.

• Action
  Get default availability schedule

  Returns the default availability schedule (weekly hours, special hours, upcoming time off and optionally linked scheduling pages) for a Zeeg user.

• Action
  Get scheduled event

  Fetches full details of a single scheduled event by UUID, including invitees, hosts, location, status, and custom answers.

• Action
  Get scheduling page

  Returns the full details of one Zeeg scheduling page (event type).

• Action
  Handover scheduled event

  Hands a Round Robin scheduled event over to another host on the scheduling page without changing the meeting links.

• Action
  List availability schedules

  Lists the availability schedules of a Zeeg user, identified by email.

• Action
  List CRM companies

  Returns the companies in your Zeeg CRM, optionally filtered by a search term.

• Action
  List CRM people

  Returns all CRM people in your Zeeg workspace.

• Action
  List organization users

  Returns the users in your Zeeg workspace.

• Action
  List scheduled events

  Lists scheduled events (bookings) in Zeeg, optionally filtered by status, date range, host, team, invitee or keyword.

• Action
  List scheduling pages

  Returns the scheduling pages you host, or those of a specific organization member when a user filter is given.

• Action
  List teams

  Returns the teams in your Zeeg workspace.

• Action
  List time off

  Returns a user's vacations and out-of-office periods.

• Action
  Reschedule scheduled event

  Moves a Zeeg booking to a new date and time. Zeeg creates a new booking with a new event UUID; the returned UUID identifies the live booking.

• Action
  Update CRM company

  Updates the details of a company in your Zeeg CRM.

• Action
  Update CRM person

  Updates an existing Zeeg CRM person. Only the fields you fill in are changed; blank fields keep their current values.

• Action
  Update default availability schedule

  Updates the weekly hours, date-specific hours or timezone of a Zeeg user's default availability schedule. Fields left blank keep their current values.

• Action
  Update scheduling page

  Toggles a scheduling page between active and inactive: an active page is deactivated and an inactive page is activated. Zeeg's API offers no other way to update a scheduling page.

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