Connect DocuPipe to Pylon

Both apps 41DocuPipe 16Pylon 25

• Trigger
  Document Processed

  Triggers when a document finishes parsing and OCR is complete.

• Action
  Add schema

  Creates a new extraction schema in DocuPipe from a JSON schema you supply, and returns its schema ID.

• Action
  Analyze document

  Asks DocuPipe a list of plain-language questions about one document and starts the analysis, returning the analysis ID to fetch the answers with.

• Action
  Classify Document

  Sends one or more documents to DocuPipe to be sorted into your classes, and returns the job that is doing the work.

• Action
  Delete document

  Removes a document from your DocuPipe account.

• Action
  Delete schema

  Removes an extraction schema from your DocuPipe account.

• Action
  Extract Data From Document

  Pulls structured data out of a document using one of your schemas, and returns the extraction to fetch the results with.

• Action
  Find documents by criteria

  Finds documents in your DocuPipe account whose file name or document ID matches what you search for.

• Action
  Get Document

  Returns one document from your DocuPipe account, with its file details, processing status, parsed text and your own metadata.

• Action
  Get Extraction Result

  Returns the data DocuPipe pulled out of a document, shaped by the schema that was used, along with per-field confidence details.

• Action
  Get schema

  Returns one extraction schema from your DocuPipe account, including the JSON schema it applies and its guidelines.

• Action
  List documents

  Returns the documents in your DocuPipe account, optionally narrowed to one dataset or a date range.

• Action
  List extractions

  Returns the data extractions in your DocuPipe account, optionally narrowed to one schema, one document, or a specific set of extractions.

• Action
  List schemas

  Returns the extraction schemas in your DocuPipe account.

• Action
  Upload and Extract Data

  Sends a file to DocuPipe and immediately starts pulling structured data out of it, returning both the new document and the extraction.

• Action
  Upload Document

  Sends a file to DocuPipe to be read and turned into a document you can extract data from.

• Action
  Add internal note to issue

  Adds an internal note to a Pylon issue. Internal notes are not visible to the requester.

• Action
  Add tag

  Creates a new tag in Pylon that can be applied to accounts, articles or issues.

• Action
  Add task

  Creates a task in Pylon with a title and optional details such as assignee, due date, account, project and status. Returns the new task.

• Action
  Create Account

  Creates a new customer account in Pylon with its name, domains, owner, tags and other details.

• Action
  Create Account Activity

  Creates a custom activity on a Pylon account's timeline.

• Action
  Create Call Recording

  Creates a call recording in Pylon from your own call recorder, including its transcript, and returns the new recording. Requires the Custom Call Recorder integration to be enabled in Pylon.

• Action
  Delete account

  Permanently deletes a Pylon account by its ID or external ID.

• Action
  Delete issue

  Permanently deletes an issue in Pylon.

• Action
  Find Account by Name

  Finds Pylon accounts by name, by exact or partial match, returning the matching accounts.

• Action
  Find contacts by criteria

  Returns the contacts that match the specified search text and/or filter.

• Action
  Find issues by criteria

  Returns Pylon issues matching a text search and/or a filter on fields such as state, assignee, account, tags or dates.

• Action
  Get account

  Returns a single Pylon account by its ID or external ID, including its domains, owner, tags, channels and custom fields.

• Action
  Get contact

  Returns a single contact, including its emails, phone numbers, account and custom field values, by its ID or external ID.

• Action
  Get issue

  Returns a single Pylon issue by its ID or issue number, including its custom field values. An error occurs if the issue is not found.

• Action
  Get user

  Returns a single Pylon team member by ID, including their name, email addresses, status, and assigned roles.

• Action
  Get Users

  Returns the users in your Pylon organization, optionally including deactivated users.

• Action
  List accounts

  Returns all accounts in your Pylon organization, including their domains, owner, tags and custom field values.

• Action
  List contacts

  Returns all contacts in the Pylon organization, including their emails, phone numbers, account and custom field values.

• Action
  List tags

  Returns all tags in the Pylon organization, with each tag's name, color and the type of object it applies to.

• Action
  List teams

  Returns all teams in the Pylon organization, with their members, how each team assigns issues, and any recurring assignment schedule.

• Action
  Reply to issue

  Sends a customer-facing reply on a Pylon issue, continuing an existing conversation or thread. Returns the ID of the new message and its issue.

• Action
  Update Account

  Updates an existing Pylon account. Only the fields you fill in are changed.

• Action
  Update contact

  Updates an existing Pylon contact by its ID or external ID. Only the fields you fill in are changed.

• Action
  Update issue

  Updates an existing Pylon issue — its title, state, assignee, team, account, requester, tags, type, portal visibility and custom fields. Only the fields you fill in are changed.

• Action
  Update Issue Followers

  Adds or removes users and contacts as followers of a Pylon issue, and returns the issue's resulting followers.

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