Integration

Connect Ninety to Docupilot

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

Ninety4 triggersNinety21 actionsDocupilot2 triggersDocupilot34 actions

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What do you want Ninety and Docupilot 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 Ninety and Docupilot

Triggers and actions 6 triggers · 55 actions

Trigger
New Issue Created
Triggered when a new issue is created in Ninety, optionally only on one team or only short-term vs long-term issues.
Trigger
New Measurable
Triggered when a new measurable (KPI) is added to your Ninety scorecard, optionally only those tracked over a given period like weekly or monthly.
Trigger
New Team
Triggered when a new team is created in your Ninety company.
Trigger
To-Do Created, Updated, or Deleted
Triggered when a to-do is created or changed in Ninety — including being completed or archived — optionally only on one team or only personal to-dos. Ninety's API does not report hard deletions, so a removed to-do simply stops appearing rather than firing this trigger.
Action
Create Issue
Creates an issue on a Ninety team's issues list.
Action
Create Milestone
Creates a milestone on a Ninety rock, with a title and due date.
Action
Create Rock
Creates a rock (a quarterly goal) for a Ninety team, with a due date, status and level.
Action
Create To-Do
Creates a to-do on a Ninety team, with a due date and optional description.
Action
Delete Issue
Deletes an existing Issue in Ninety by its ID.
Action
Delete Measurable Note
Deletes the note on a Measurable for one scorecard period.
Action
Delete Measurable Score
Deletes the score on a Measurable for one scorecard period.
Action
Delete Rock
Deletes a Rock in Ninety by its ID. Returns the deleted Rock's ID along with the status Ninety returned.
Action
Delete To-Do
Deletes a to-do in Ninety by its ID. Use it to remove a to-do that was created by mistake or is no longer needed.
Action
Find Issue
Searches Ninety for issues matching the words you provide, optionally narrowed to one team or to short-term vs long-term issues. Returns the matching issues.
Action
Find Measurable
Searches Ninety's scorecard for measurables (KPIs) matching the words you provide, optionally limited to a tracking period like weekly or monthly. Returns the matching measurables.
Action
Find Milestone
Searches Ninety for milestones by title. Ninety carries milestones on their rocks, so this reads the rocks (optionally just one team's) and returns the milestones whose title matches, optionally limited to a single rock.
Action
Find Rock
Searches Ninety for rocks (quarterly goals) matching the words you provide, optionally narrowed to one team or one status. Returns the matching rocks.
Action
Find Team
Returns the teams in your Ninety company, optionally only those whose name contains the words you provide. Use it to get the team ID other Ninety actions need.
Action
Find To-Do
Searches Ninety for to-dos matching the words you provide, optionally narrowed to one team, to personal to-dos, or to finished vs open ones. Returns the matching to-dos.
Action
Update Issue
Changes an existing issue in Ninety — its title, detail, team, priority, short-term/long-term setting, or whether it is solved. Fields you leave blank are left as they are.
Action
Update Measurable Note
Saves the note on a Ninety scorecard measurable for one period, replacing any note already there.
Action
Update Measurable Score
Records the score on a Ninety scorecard measurable for one period, replacing any score already there.
Action
Update Milestone
Changes an existing milestone in Ninety — its title, detail, due date, owner, or whether it is finished. Fields you leave blank are left as they are.
Action
Update Rock
Changes an existing rock (quarterly goal) in Ninety — its title, detail, status, owner, team, quarter, due date, or whether it is archived. Fields you leave blank are left as they are.
Action
Update To-Do
Changes an existing to-do in Ninety — its title, detail, due date, owner, team, repeat setting, or whether it is done or archived. Fields you leave blank are left as they are.
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.

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The other way round: Docupilot to Ninety