How to connect Docupilot + involve.me
Zapier lets you send info between Docupilot and involve.me automatically—no code required.
When this happens...
automatically do this!
- Create DocumentCreates a new document from a specified template.Action
- New LeadTriggers when a new participant or lead is created.Trigger
- Step 1: Authenticate Docupilot and involve.me.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.