Integration

Connect Previsto to DocuPipe

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

Previsto5 triggersPrevisto13 actionsDocuPipe1 triggerDocuPipe15 actions

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What do you want Previsto and DocuPipe 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 Previsto and DocuPipe

Triggers and actions 6 triggers · 28 actions

Trigger
Completed Assignment
Triggers when an assignment is marked as completed in Previsto.
Trigger
Created Agreement
Triggers when a new service agreement is created in Previsto.
Trigger
Created Assignment
Triggers when a new assignment is created in Previsto.
Trigger
Created Contact
Triggers when a new contact is created in your Previsto account, and hands on that contact's details.
Trigger
Updated Contact
Triggers when a contact is created or changed in your Previsto account, and hands on that contact's details.
Action
Create Agreement
Creates a service agreement in Previsto for one of your contacts, setting the work description, expected duration, price and how often it repeats.
Action
Create Assignment
Creates an assignment in Previsto for a customer and returns the created assignment.
Action
Create Contact
Creates a contact in Previsto with the name, address and billing details you supply, and returns the new contact including its id.
Action
Delete agreement
Deletes a service agreement from Previsto.
Action
Delete assignment
Deletes an assignment from Previsto.
Action
Delete contact
Deletes a contact from Previsto.
Action
Get account
Returns a single Previsto account, including its contact details, roles and location.
Action
Get agreement
Retrieves a single service agreement from Previsto, with its description, amount, schedule and linked contact.
Action
Get assignment
Returns one assignment from Previsto, including its contact, status, planned time, address and the tasks it covers.
Action
Get contact
Returns a single Previsto contact, including its address, billing settings and notification preferences.
Action
List contacts
Returns the contacts in your Previsto account, optionally narrowed to a name, email address, reference number or archived state.
Action
Update agreement
Updates a service agreement in Previsto and returns the updated agreement.
Action
Update contact
Updates an existing Previsto contact — its name, address, contact details, billing settings and your own extra information.
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.

Each app on its own

The other way round: DocuPipe to Previsto