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Docupilot + Autopilot Journeys Integrations

How to connect Docupilot + Autopilot Journeys

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Supported triggers and actions

What does this mean?
    • DocumentRequired

    • Provide Download URL Link?

      If 'yes', a Download URL with a one hour expiration period will be provided in the response for you to use in a proceeding Action step.

    Action
    Write
    • Contact ListRequired

    Trigger
    Instant
    Try It
  • Autopilot Journeys triggers, actions, and search

    Contact Unsubscribes

    Triggers when a contact unsubscribes from Autopilot.

    Trigger
    Instant
    Try It
    • Contact List

      Select a list to add this contact to in Autopilot. This can be used to categorize contacts, or with the "added to list" trigger to trigger journeys.

    • EmailRequired

      Email address of the contact. Autopilot de-duplicates based on email address. If you provide a contact with an email address that already exists in Autopilot, the contact will be updated with any new fields that you provide.

    • First Name

      The first name of the contact.

    • Last Name

      Last name of the contact.

    • Salutation

      Formal title for the contact, e.g. Mr. Mrs., Dr.

    • Company

    • Title

      The company position of the contact, e.g. "CEO", "CMO", "Sales Engineer", "Engineer".

    • Industry

    • Phone

    • Mobile

    • Fax

    • Website

    • Mailing Street

    • Mailing City

    • Mailing State

    • Mailing Postal Code

    • Mailing Country

    • Lead Owner

    • Lead Source

    • Lead Status

    • Twitter

    • LinkedIn

    Action
    Write
    • Contact ListRequired

    Trigger
    Instant
    Try It
    • Contact ListRequired

      Select a list to add this contact to in Autopilot. This can be used to categorize contacts, or with the "added to list" trigger to trigger journeys.

    • EmailRequired

      Email address of the contact. Autopilot de-duplicates based on email address. If you provide a contact with an email address that already exists in Autopilot, the contact will be updated with any new fields that you provide.

    • First Name

      The first name of the contact.

    • Last Name

      Last name of the contact.

    • Salutation

      Formal title for the contact, e.g. Mr. Mrs., Dr.

    • Company

    • Title

      The company position of the contact, e.g. "CEO", "CMO", "Sales Engineer", "Engineer".

    • Industry

    • Phone

    • Mobile

    • Fax

    • Website

    • Mailing Street

    • Mailing City

    • Mailing State

    • Mailing Postal Code

    • Mailing Country

    • Lead Owner

    • Lead Source

    • Lead Status

    • Twitter

    • LinkedIn

    Action
    Write
    • EmailRequired

      Map this field to the Trigger's Email field, and any contact with this email will be deleted in Autopilot.

    Action
    Write

How Docupilot + Autopilot Journeys Integrations Work

  1. Step 1: Authenticate Docupilot and Autopilot Journeys.
    30 seconds
  2. Step 2: Pick one of the apps as a trigger, which will kick off your automation.
    15 seconds
  3. Step 3: Choose a resulting action from the other app.
    15 seconds
  4. Step 4: Select the data you want to send from one app to the other.
    2 minutes
  5. That’s it! More time to work on other things.
Connect apps
docupilot logo
docupilot logo

About Docupilot

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

Related categories

  • Documents
autopilot logo
autopilot logo

About Autopilot Journeys

Autopilot Journeys is visual marketing software for automating customer journeys, to help companies acquire and nurture leads through email, web, SMS and direct mail.

Related categories

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