Docupilot + Zengine Integrations
How to connect Docupilot + Zengine
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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.
FormRequired
Choose which form to watch for new records.
Workspace
Try ItFormRequired
Choose which form to watch for updated records.
Workspace
Try ItWorkspace
FormRequired
Choose the form to use to create a new record.
Folder
Save as Draft?
Learn more about saving records as drafts.
Workspace
Choosing a workspace will trigger on all new events for that workspace.
Try ItWorkspace
Choosing a workspace will trigger on all new tasks for that workspace.
Try ItWorkspaceRequired
Form
Record
Requires a form to be selected.
Comment
Workspace
FormRequired
Choose the form of the record you want to update.
RecordRequired
Requires a form to be selected.
How Docupilot + Zengine Integrations Work
- Step 1: Authenticate Docupilot and Zengine.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.
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