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Docupilot + involve.me Integrations

How to connect Docupilot + involve.me

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Supported triggers and actions

What does this mean?
  • Docupilot triggers, actions, and search
    Create Document
    Creates a new document from a specified template.
    Action
    Write
  • involve.me triggers, actions, and search
    New Lead
    Triggers when a new participant or lead is created.
    Trigger
    Scheduled

How Docupilot + involve.me Integrations Work

  1. Step 1: Authenticate Docupilot and involve.me.
    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
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
involveme logo
involveme logo
involveme logo

About involve.me

involve.me is a customer experience platform. Everything you need to capture leads, collect feedback & activate your audience.
Learn More

Related categories

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