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Docupilot + iFormBuilder Integrations

How to connect Docupilot + iFormBuilder

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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
    • Company ProfileRequired

    • FormRequired

    Trigger
    Scheduled
    Try It
    • Hook NameRequired

      What label should identify this trigger hook.

    • ProfileRequired

    • FormRequired

    • Error EmailRequired

      Email to send errors about trigger hook.

    • Notification Email

      Email to send notification about trigger hook.

    Trigger
    Instant
    Try It
    • Company ProfileRequired

    • FormRequired

    • NameRequired

    • LabelRequired

    • Description

    • Sort Order

    • Required?

    • Disabled?

    • Readonly?

    • Encrypted?

    • Hide Typing?

    • Default Value

    • Dynamic Value

    • Condition Value

    • Client Validation

    • Client Validation Message

    • Dynamic Label

    • Reference ID 1

    • Reference ID 2

    • Reference ID 3

    • Reference ID 4

    • Reference ID 5

    • Lookup Table Name

    • Lookup Table Column

    • Element TypeRequired

    • Data Size

    • Low Value

    • High Value

    • Widget Type

    • Option List ID

    • Attachment Link

    • Keyboard Type

    • Weighted Score

    Action
    Write
  • iFormBuilder triggers, actions, and search

    New Company Profile

    Triggers when a new company is created.

    Trigger
    Scheduled
    Try It
    • Company ProfileRequired

    Trigger
    Scheduled
    Try It
    • Company ProfileRequired

    Trigger
    Scheduled
    Try It
    • Company ProfileRequired

    • NameRequired

    • LabelRequired

    • Description

    • Form Icon

    • Label Icons

    • Page Javascript

    • Sort Order

    • Reference ID 1

    • Reference ID 2

    • Reference ID 3

    • Reference ID 4

    • Reference ID 5

    Action
    Write

How Docupilot + iFormBuilder Integrations Work

  1. Step 1: Authenticate Docupilot and iFormBuilder.
    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
iformbuilder logo
iformbuilder logo

About iFormBuilder

iFormBuilder is a universal, cloud based mobile data collection ("forms") platform with an emphasis on security on mobile devices, and collecting data with or without an Internet connection.

Related categories

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