Integrate with Make
Generate Documents using DropBox, JotForm, Google Sheets etc..
Make lets you connect Docupilot to 800+ other web services. Automated connections called Scenarios, set up in minutes with no coding, can automate your day-to-day tasks and build workflows between apps that otherwise wouldn't be possible. Each Scenario has one app as the Trigger, where your information comes from and which causes one or more Actions in other apps, where your data gets sent automatically.
With Make integration, Docupilot now holds hands with your favourite applications to make your tasks simple and efficient. How do I connect Docupilot to Make?
Log in to your Make account or create a new account.
Click on Create a new scenario on the top right corner.
Now search for Docupilot, select the application and press "Continue".
In the Scenario page click on Docupilot and select Create a Document.
Click on Add and paste API Key generated in API settings page in Docupilot.
Once that's done you can start creating an automation!creating a Scenario requires no coding knowledge and you'll be walked step-by-step through the setup.
Need inspiration? See everything that's possible with Docupilot and Make
Create Invoices, Agreements and Contracts from online database
When a new record is added to online database services like Airtable, Knack, Zoho Creator, SmartSheet, etc. you'll want to create an agreement or a contract or generate an invoice. Automatically generate a new document from the information provided and save precious time and manual interventions so as to have a cleaner and more fluid work flow.
Create documents from Process Management and Workflow Management software
Create documents when a particular stage is reached in your process management software like Pipefy, etc.
Create and Email Sales Documents When a Lead is Created
When a new lead 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 lead information and document template and email the generated document and save precious time. Put proposals in front of your sales leads quickly before they go cold.
Generate and Email PDFs with data collected from a Form
When a new user submit's a response in your form like Google Forms, Wufoo, Typeform, FormStack, you will want send an email along with a generated PDF from the data of their response.
Generate Documents and store in Document Storage for Backup & Audit
Furthermore, push the created documents into Google Drive, Dropbox, Box for backup or audit purposes.
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