Generate Documents from Salesforce, Google Forms, Wufoo Forms, etc.
Zapier lets you connect Docupilot to 1,000+ other web services. Automated connections called Zaps, 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 Zap 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 Zapier integration, Docupilot now holds hands with your favorite applications to make your tasks simple and efficient.
Navigate to "Connected Accounts" from the top menu bar.
Now click on "Connect new account" and search for "Docupilot"
Use your credentials to connect your Docupilot account to Zapier.
Once that's done you can start creating an automation! Use a pre-made Zap or create your own with the Zap Editor. Creating a Zap requires no coding knowledge and you'll be walked step-by-step through the setup.
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 hours of precious time. Put proposals in front of your sales leads quickly before they go cold.
Salesforce & Docupilot
Generate and Email PDFs from Forms response
When a new user submit 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.