Docupilot

Docupilot + Mercury Connect Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Docupilot and Mercury Connect, with as many as 7 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Docupilot + Mercury Connect and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
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Opportunity Status Updated

Triggers when the opportunity status is updated.

Create Document

Creates a new document from a specified template.

New Opportunity

Triggers when an opportunity is created.

Create Person

Creates a new person.

New Person

Triggers when a person is created.

Create Opportunity

Creates a new opportunity.

Deleted Person

Triggers when a person is deleted.

Attach a Person to an Opportunity

Attaches an existing person to an opportunity.

Deleted Opportunity

Triggers when an opportunity is deleted.

Update an Opportunity

Updates an existing opportunity.

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

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Mercury Connect is a CRM platform that lets you track people & opportunities, loan calculations, compare products, and manage compliance.

See Mercury Connect Integrations