# Integrate with Integrately

Integrately as the name suggests is an integration platform which enables Docupilot to connect third party web services. Automations can be set up in no time with no coding involved, these can automate your day-to-day tasks and establish workflows between apps.

Each Automation has one **Trigger**, this is where the information comes from and this information is sent to other apps automatically causing one or more **Actions**.

With the help of Integrately, **Docupilot** can now integrate with your favorite applications to make the tasks simple and efficient.

#### How do I connect Docupilot with Integrately?

1. Log in to your [Integrately account](https://app.integrately.com/login) or create a [new account](https://app.integrately.com/signup).      
2. In the **Explore & Automate** page displayed, search for **Docupilot**.
3. Select any other app as the second app.
4. Scroll down and choose **Create document in Docupilot** under the **Do** section, while selecting a random under **When** section and press **Go**.
5. In the pop up press on **Yes**.
6. Now press on **Add Connection** under Docupilot and paste **API key** from **API Settings** in your **Docupilot** account.
7. Once this is done, you can start creating an automation.Use a pre-made automation or create your own. Creating an automation requires no coding knowledge and you'll be walked step-by-step through the setup.

### Create and Email Sales Documents When a Contact is Created

When a new contact is added in the CRM, you'll want to email a personalized proposal or any personalized sales document. Automatically generate a new document from the contact information and document template and email the generated document and save hours of precious time.

![](https://191679573-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LDwD-wIOendMUiQ8uVr%2F-MaTngig-ZBb2w4S_3Xs%2F-MaTpq3cKfvrV5BD7Xzj%2FSalesForce%20%26%20Integrately.png?alt=media\&token=b553377a-5ca2-48a2-b4b9-bfc75926410d)

### Generate and Email PDFs from Forms response

When a new user submit a response in your form like Google Forms, Wufoo, Typeform, FormStack, JotForm you will want send an email along with a generated PDF from the data of their response.   

![Google Forms & Docupilot.](https://191679573-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LDwD-wIOendMUiQ8uVr%2F-M_QXmG6UD8NTkGkbkLW%2F-M_QZmgaek865NUZzsGQ%2FGoogleForms%20%26%20Docupilot.png?alt=media\&token=8a0b264b-c148-4feb-bb4b-cb79a9d55079)

![Jot Form & Docupilot](https://191679573-files.gitbook.io/~/files/v0/b/gitbook-legacy-files/o/assets%2F-LDwD-wIOendMUiQ8uVr%2F-M_QePJ43BcWH69rFtxw%2F-M_QgVD-8CjVLaSDkRtB%2FJotFOrm%20%26%20Docupilot.jpg?alt=media\&token=6976fb5f-e0e5-4b04-8299-2a32b98b48de)