Docupilot Help & Support

What Docupilot Triggers and Actions are Supported

Supported Triggers#

  • None yet!

Supported Searches#

  • None yet!

Supported Actions#

  • Create Document - Creates a new document from a specified template.

How to Get Started with Docupilot on Zapier

When you start creating a Docupilot Zap, you will be asked to connect your Docupilot account.

Click to connect Docupilot

Next, you'll be asked to enter your Docupilot API key.

Docupilot API Key

To locate your API Key in your Docupilot account, please follow these steps:

  1. Log into your app account.
  2. Click "Settings" from the side Menu.
  3. Choose "API Settings".
  4. Click "Add new API Key".
  5. Copy the generate API key to your clipboard

If all steps were successful your Docupilot account will now be successfully connected.

Docupilot connection successful

Common Problems with Docupilot on Zapier

We don't have any common problems documented yet, but feel free to contact us so we can help you personally!

Need More Help? - Our support team is happy to help -- send us a message

Docupilot is a document automation tool to generate PDFs, DOCX files, contracts, invoices and more with data from online services.

Learn More

Getting Started with Zapier

Need more help? Try the Zapier Help Center