Integration

Connect Tracknow to Docupilot

When something happens in Tracknow, 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.

Tracknow4 triggersTracknow3 actionsDocupilot2 triggersDocupilot34 actions

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Build it

What do you want Tracknow 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.

Ask the assistant

You'll sign in before anything runs. What you typed comes with you.

Or work from Claude Code

Install the APIANT plugin for Claude Code and build, edit, test and read run history from your terminal. Every plan gets this, including free, and it spends no assistant credits.

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Everything your agent can do with Tracknow and Docupilot

Triggers and actions 6 triggers · 37 actions

Trigger
New Affiliate
Triggered when a new affiliate is created in Tracknow.
Trigger
New Affiliate Payment
Triggered when a new affiliate payout request is created in Tracknow.
Trigger
New Conversion
Triggered when a new conversion is recorded in Tracknow.
Trigger
New Conversion Custom Status
Triggered when a conversion in Tracknow is given a custom status, and again whenever that custom status changes.
Action
List campaigns
Returns the campaigns in your Tracknow account, optionally narrowed to a status, a visibility, or a search term on the campaign title or ID.
Action
List conversions
Returns conversions recorded in Tracknow, optionally narrowed by date range, status, campaign, affiliate, advertiser, customer details, sub-tracking values or fraud rating.
Action
List leads
Returns leads recorded in Tracknow, optionally narrowed by date range, status, campaign, affiliate, customer name or email.
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.

Each app on its own

The other way round: Docupilot to Tracknow