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What do you want Snitcher and Docupilot to do together?
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Triggers and actions 4 triggers ยท 45 actions
Trigger
New OrganisationTriggered when a new company is identified visiting your website in the selected Snitcher workspace.
Trigger
Organisation Enters SegmentTriggered when a company first appears in the selected Snitcher segment.
Action
Create Custom FieldCreates a new custom field definition on organisations in a Snitcher workspace.
Action
Create TagCreates a new tag in a Snitcher workspace so it can be applied to organisations.
Action
Find ContactsReturns the known contacts at an organisation in Snitcher, looked up by organisation UUID or company domain.
Action
Find OrganisationLooks up an organisation in a Snitcher workspace by company name and returns the first match.
Action
Get User ProfileReturns the name, email and id of the Snitcher user the connection belongs to.
Action
List Custom FieldsReturns all custom field definitions set up on organisations in a Snitcher workspace.
Action
List SegmentsReturns all segments defined in a Snitcher workspace.
Action
List SessionsReturns the website visits (sessions) recorded across a Snitcher workspace for a date or date range, with optional segment, URL and referrer filters.
Action
List WorkspacesReturns the Snitcher workspaces the connected account can access, including each workspace's UUID, name, website and available tags.
Action
Reveal Contact EmailUses a Snitcher email-reveal credit to return the email address of a known organisation contact.
Action
Search OrganisationsSearches the organisations in a Snitcher workspace using advanced field filters.
Trigger
Envelope CompletedTriggers when all recipients finish signing an envelope.
Trigger
New EnvelopeTriggers when a new e-signature envelope is created.
Action
Cancel EnvelopeCancel an in-progress e-signature envelope.
Action
Convert DocumentConvert a document to another format.
Action
Copy TemplateDuplicate a template including its preferences and deliveries.
Action
Create EnvelopeCreate a new e-signature envelope.
Action
Create Envelope RecipientAdd a recipient to an e-signature envelope.
Action
Create FolderCreate a new folder.
Action
Create TemplateCreate a new document template.
Action
Create Template DeliveryConfigure a new delivery on a template.
Action
Create Template Merge LinkCreate a shareable link that generates a document from a template.
Action
Delete FolderDelete a folder.
Action
Delete TemplateMove a template to the trash.
Action
Get Bulk Generation TaskRetrieve a single bulk document-generation task.
Action
Get Envelope DetailsRetrieve the details of an e-signature envelope.
Action
Get Envelope ResponsesRetrieve the consolidated field responses for an envelope.
Action
Get Envelope Signing LinkRetrieve the signing link for an envelope.
Action
Get TemplateRetrieve a single template by its id.
Action
Get Template SchemaRetrieve a template's merge-field schema.
Action
List Bulk Generation TasksList bulk document-generation tasks for a template.
Action
List Document HistoryList previously generated documents.
Action
List Envelope RecipientsList the recipients of an e-signature envelope.
Action
List EnvelopesList e-signature envelopes.
Action
List FoldersList the folders in the Docupilot account.
Action
List Template DeliveriesList the deliveries configured on a template.
Action
List TemplatesList the templates in the Docupilot account.
Action
Merge DocumentsAppend and merge multiple documents into one.
Action
Place Signature FieldsPlace 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 DeliveryRetry a failed document delivery.
Action
Send EnvelopeSend an e-signature envelope to its recipients.
Action
Send Envelope ReminderSend a signing reminder to an envelope's signers.
Action
Transform PDFApply a transformation to a PDF document.
Action
Trigger Bulk GenerationStart a prepared bulk document-generation task.
Action
Update FolderUpdate a folder's details.
Action
Update TemplateUpdate an existing template's settings.
Action
Upload CSV for Bulk GenerationUpload a CSV to start a bulk document-generation task for a template.
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.