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Docupilot + Zengine Integrations

How to connect Docupilot + Zengine

Zapier lets you send info between Docupilot and Zengine automatically—no code required.

When this happens...
ZengineZengine
Updated Record

Triggers when any record is updated in a form of your choice.

automatically do this!
ZengineZengine
Delete Record

Deletes a record.

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
  • Zengine triggers, actions, and search
    New Event
    Triggers when a new event is added.
    Trigger
    Instant
  • Zengine triggers, actions, and search
    New Record
    Triggers when a new record is added to a form of your choice.
    Trigger
    Instant
  • Zengine triggers, actions, and search
    New Task
    Triggers when a new task is added.
    Trigger
    Instant
  • Zengine triggers, actions, and search
    Updated Record
    Triggers when any record is updated in a form of your choice.
    Trigger
    Instant
  • Zengine triggers, actions, and search
    New Comment
    Adds a comment to a record or workspace.
    Action
    Write
  • Zengine triggers, actions, and search
    New Record
    Adds a record to a form.
    Action
    Write
  • Zengine triggers, actions, and search
    Delete Record
    Deletes a record.
    Action
    Write
  • Zengine

    Updates a record.

    Scheduled

    Action

  • Zengine

    Uploads a file, which can then be saved to a file upload field in a New Record or Update Record action.

    Scheduled

    Action

  • Zengine

    Finds an existing record.

    Scheduled

    Action

  • Zengine

    Finds or creates a specific searchRecord.

    Scheduled

    Action

How Docupilot + Zengine Integrations Work

  1. Step 1: Authenticate Docupilot + Zengine.
    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

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
zengine logo
zengine logo
zengine logo

About Zengine

Zengine by WizeHive is a flexible solution for managing grants, scholarships, fellowships, and more through the entire program lifecycle—providing tailored workflows, engaging experiences, and impact analysis to mission-driven organizations.
Learn More

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