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How Zapier works

Zapier makes it easy to integrate Docupilot with Chargify - no code necessary. See how you can get setup in minutes.

Select a trigger from Docupilot

A trigger is an event that starts your Zap and runs the workflow."

A trigger is the event that kicks off your automated workflow.

Setup an action from Chargify

An action is what takes place after the automation is triggered. For example, with Chargify, the action could be "Create Coupon."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Docupilot to Chargify

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Docupilot to Chargify integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Docupilot and Chargify to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

- Document
  Required
- Provide Download URL Link?
Action
Write
New Invoice
Triggers when a new invoice is created.
Trigger
Scheduled
Try It
- Event Trigger
  Required
Trigger
Scheduled
Try It
- Type of discount
  Required
- Product Family
  Required
- Name
  Required
- Code
  Required
- Description
  Required
- Allow_negative_balance
- Recurring
- End_date
- Stackable
- Compounding_strategy
- Restricted_products
- Restricted_components
Action
Write
- Product
  Required
- Name
  Required
- Handle
- Price_in_cents
  Required
- Interval
  Required
- Interval_unit
  Required
- Trial_price_in_cents
- Trial_interval
- Trial_interval_unit
- Trial_type
- Initial_charge_in_cents
- Initial_charge_after_trial
- Expiration_interval
- Expiration_interval_unit
Action
Write

- Subscription
  Required
- Product
  Required
- Receives_invoice_emails
- Next_billing_date
- Net_terms
Action
Write
- Product Family
  Required
- Include_archived
Action
Search

- Product
  Required
- Product_name
- Product_description
Action
Search
- Subscription
  Required
Action
Search
- Subscription
  Required
- Product
  Required
- Customer
  Required
- Payment Profile
- Ref
- Coupon_code
- Payment_collection_method
- Receives_invoice_emails
- Net_terms
Action
Search or write

New Customer
Triggers when a customer is added.
Trigger
Scheduled
Try It
New Subscription
Triggers when a new subscription is created.
Trigger
Scheduled
Try It
Updated Subscription
Triggers when a subscription is updated.
Trigger
Scheduled
Try It
- First_name
- Last_name
- Email
  Required
- Cc_emails
- Organization
- Reference
- Address
- Address 2
- City
- Event Trigger
  Required
- Zip
- Country
- Phone
Action
Write
- Product
  Required
- Customer
  Required
- Payment Profile
- Ref
- Coupon_code
- Payment_collection_method
- Receives_invoice_emails
- Net_terms
Action
Write
- Api_docs_info
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Email
  Required
- Id
- Organization
Action
Search
- Product Family
  Required
- Product_name
- Product_description
Action
Search
- Email
  Required
- Id
- Organization
- First_name
- Last_name
- Cc_emails
- Reference
- Address
- Address 2
- City
- Event Trigger
  Required
- Zip
- Country
- Phone
Action
Search or write

Learn how to automate Docupilot on the Zapier blog

Learn how to automate Chargify on the Zapier blog

About Docupilot

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

Related categories

Documents

About Chargify

Chargify is a Recurring Billing and Subscription Management tool platform that's designed to remove billing bottlenecks and give teams the speed and flexibility to grow faster.

Related categories

Payment Processing

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