Connect Doerkit and SUMIT to power AI-driven automation

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Choose a Trigger

Choose an Action

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1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Billing Created" from Doerkit.

Add your action

An action happens after the trigger—such as "Add Recipient to Email Mailing List" in SUMIT.

You’re connected!

Zapier seamlessly connects Doerkit and SUMIT, automating your workflow.

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

Billing Created
Triggers when a new billing is created.
Trigger
Instant
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Billing Paid
Triggers when a bill is paid.
Trigger
Instant
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Contract Created
Triggers when a new document is created.
Trigger
Instant
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Contract Signed
Triggers when a document is signed.
Trigger
Instant
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Project Created
Triggers when a new project is created.
Trigger
Instant
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Project Updated
Triggers when a project is updated.
Trigger
Instant
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Proposal Deleted
Triggers when a proposal is deleted.
Trigger
Instant
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Proposal Updated
Triggers when a proposal is updated.
Trigger
Instant
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Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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- Folder
  Required
- View
- Type
  Required
Trigger
Instant
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- Mailing List
  Required
- Phone Number
  Required
- Name
Action
Write
- Document Type
  Required
- Document Language
- Document Currency
- Document Description
- Save Document as Draft
- Custom VAT Rate
- Recipient Email Address
- Email the Original Document
- Send Document as Payment Request
- Customer Name
- Customer Email Address
- Use Existing Customers
- Item Name
- Use Existing Items
- Item Quantity
- Item Unit Price (ILS)
- Item Unit Price (DocCurrency)
- Item Price Includes VAT
- Payment Amount (ILS)
- Payment Amount (DocCurrency)
- Payment - Last Card Digits
- Payment - Custom Type
- Payment - Other Description
Action
Write
- Recipient
  Required
- Text
  Required
- Draft
  Required
- Sender Number
Action
Write

Billing Deleted
Triggers when a billing is deleted.
Trigger
Instant
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Billing Updated
Triggers when a billing is updated.
Trigger
Instant
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Contract Deleted
Triggers when a document is deleted.
Trigger
Instant
Try It
Contract Updated
Triggers when a document is updated.
Trigger
Instant
Try It
Project Deleted
Triggers when a project is deleted.
Trigger
Instant
Try It
Proposal Created
Triggers when a new proposal is created.
Trigger
Instant
Try It
Proposal Signed
Triggers when a proposal is signed.
Trigger
Instant
Try It
Task Created
Triggers when a new task is created.
Trigger
Instant
Try It
Task Updated
Triggers when a task is updated.
Trigger
Instant
Try It
- Mailing List
  Required
- Email Address
  Required
- Name
Action
Write
- Folder
  Required
Action
Write
- Folder
- Card Identifier
  Required
Action
Write
- Folder
  Required
- Entity Identifier
  Required
Action
Write

For AI agents & developers

Use Doerkit and SUMIT with AI agents and code

Beyond Zap workflows. Call Doerkit and SUMIT actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Doerkit and SUMIT actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add Recipient to Email Mailing List

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Doerkit and SUMIT actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* doerkit / sumit action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Doerkit and SUMIT to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

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Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

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Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Make work flow with AI

Level up your Doerkit to SUMIT integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Doerkit

Doerkit is everything you need to build a better business.

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Related categories

Project Management

About SUMIT

SUMIT is a comprehensive system for planning, management and execution for the self-employed, non-profit organizations and business organizations.