Docupilot + Magento Integrations

How to connect Docupilot + Magento

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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
New Customer
Triggers when Magento gets a new customer.
Trigger
Scheduled
Try It
New Sales Order Invoice
Triggers when Magento gets a new sales order invoice (with line item support).
Trigger
Scheduled
Try It
New Order
Triggers when Magento gets a new order.
Trigger
Scheduled
Try It
New Sales Order Invoice
Triggers when Magento gets a new sales order invoice.
Trigger
Scheduled
Try It

- Parent Category IDRequired
- NameRequired
- Available Sort ByRequired
  All available options by which products in the category can be sorted. Use commas to sort by multiple fields.
- Default Sort ByRequired
  Option which will be used to sort products by default. Must be one of the options in Available Sort By.
- Would you like to include in main menu?Required
  Enter 1 for Yes, 0 for No
- Store View
  The store view this category will be added to. To see which views map to which stores, go to System -> Manage Stores in Magento admin.
- Category Visibility
- Position
  Position of the created category.
- Category Custom Design
- Apply to all products
  Apply the custom design to all products assigned to the category (optional)
- Custom Design Start Date
- Custom Design End Date
- Custom Layout Update
- Description
- Email
- Email
- Landing Page
- Meta Description
- Meta Keywords
- Meta Title
- Page Layout
- URL Key
- Price range
- Inherit custom design
Action
Write
- EmailRequired
- First Name
- Last Name
- Password
- Website IDRequired
- Store ID
- Group ID
- Prefix
- Suffix
- Date Of Birth
- Tax or VAT number
- Gender
  Type 1 for Male, 2 for Female
- Middle Name
Action
Write

- Order StatusRequired
- Order comment
- Email
  Send invoice on email (optional)
- Optionally, include comments in email
- Order Item IDRequired
  This should be a number.
- Quantity
Action
Write

New Product
Triggers when a new product is created in Magento.
Trigger
Scheduled
Try It
New Order
Triggers when Magento gets a new order (with line item support).
Trigger
Scheduled
Try It
New Sales Order Shipment
Triggers when Magento gets a new sales order shipment (with line item support).
Trigger
Scheduled
Try It
New Sales Order Credit Memo
Triggers when Magento gets a new sales order credit memo.
Trigger
Scheduled
Try It
New Sales Order Shipment
Triggers when Magento gets a new sales order shipment.
Trigger
Scheduled
Try It
- NameRequired
  The name of the product
- TypeRequired
  Product Type
- Attribute SetRequired
  Select an attribute set that this product will use as its base set of attributes.
- Store ViewRequired
  The store view this product will be added to. To see which views map to which stores, go to System -> Manage Stores in Magento admin.
- DescriptionRequired
- Short DescriptionRequired
- SKURequired
  Product SKU.
- Categories
  Specify categories (by exact name) which this product will be placed into.
- StatusRequired
- VisibilityRequired
  Set the product's visibility in the store.
- Price
- Product Weight
- Tax Class
- URL Path
  (Advanced) When specifying a custom URL, this contains the path portion of the URL. Leave blank for a default URL.
- URL Key
  (Advanced) When specifying a custom URL, this should be the final portion of the URL (i.e. my-product in example.com/magento/my-product). Leave blank for a default URL.
- Meta Description
- Meta Keyword
- Meta Title
Action
Write
- Order Increment IDRequired
- Order Status
- Order comment
- Notification Flag
Action
Write

How Docupilot + Magento Integrations Work

Step 1: Authenticate Docupilot and Magento.
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.

Connect apps

Connect Docupilot + Magento

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

About Magento

Magento is the premier open source e-commerce app used by millions of customers each and every day.

Related categories

eCommerce

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Docupilot + Magento Integrations

How to connect Docupilot + Magento

Connect your apps and automate workflows

Create Document

Provide Download URL Link?

New Customer

New Sales Order Invoice

New Order

New Sales Order Invoice

Create Category

Parent Category IDRequired

NameRequired

Available Sort ByRequired

Default Sort ByRequired

Would you like to include in main menu?Required

Store View

Category Visibility

Position

Category Custom Design

Apply to all products

Custom Design Start Date

Custom Design End Date

Custom Layout Update

Description

Email

Email

Landing Page

Meta Description

Meta Keywords

Meta Title

Page Layout

URL Key

Price range

Inherit custom design

Create Customer

EmailRequired

First Name

Last Name

Password

Website IDRequired

Store ID

Group ID

Prefix

Suffix

Date Of Birth

Tax or VAT number

Gender

Middle Name

Create Invoice

Order StatusRequired

Order comment

Email

Optionally, include comments in email

Order Item IDRequired

Quantity

New Product

New Order

New Sales Order Shipment

New Sales Order Credit Memo

New Sales Order Shipment

Create Product

NameRequired

TypeRequired

Attribute SetRequired

Store ViewRequired

DescriptionRequired

Short DescriptionRequired

SKURequired

Categories

StatusRequired

VisibilityRequired

Price

Product Weight

Tax Class

URL Path

URL Key

Meta Description

Meta Keyword

Meta Title

Create Sales Order Comment