Docupilot + Kommo

Create documents in Docupilot for new leads in Kommo

Effortlessly manage new leads in Kommo by generating documents in Docupilot with this streamlined workflow. As soon as a lead is added in Kommo, an associated document will be created in Docupilot, ensuring you stay organized and never miss an opportunity to follow up. Save time and enhance efficiency by automating your lead management and document creation processes.

When this happens...
New Lead
Triggers when a new lead is created.
TriggerInstant
automatically do this!
Create Document
Creates a new document from a specified template.
ActionWrite

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Supported triggers and actions

New Company
Triggers when a new company is created.
Trigger
Instant
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New Lead
Triggers when a new lead is created.
Trigger
Instant
Try It
Task Deleted
Triggers when a task is deleted.
Trigger
Instant
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Lead Status Changed
Triggers when lead status is changed.
Trigger
Instant
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Contact Updated
Triggers when contact is updated.
Trigger
Instant
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Task Updated
Triggers when task is updated.
Trigger
Instant
Try It
Update Company
Updates a company.
Action
Write

Update Contact
Updates a contact.
Action
Write
Create Lead With Contact
Creates a new lead with contact.
Action
Write
- Which Data Do You Want to Link?
- The Data ID You Want to Link
- What Do You Want to Link It To?
- The Data ID You Want to Link To
Action
Write
Update Note
Updates a note.
Action
Write
- Text of Task
Action
Write
- Query
- Element ID
Action
Search
- ID of Entity ItemRequired
Action
Search
- Deadline
- Element ID
- Element Type
Action
Search
- Query
- Element ID
Action
Search or write
- Element TypeRequired
- Element ID
- Text
- Creation Data
Action
Search or write
- DocumentRequired
- Provide Download URL Link?
Action
Write

New Contact
Triggers when a new contact is created.
Trigger
Instant
Try It
New Task
Triggers when a new task is created.
Trigger
Instant
Try It
Lead Responsible User Changed
Triggers when lead responsible user is changed.
Trigger
Instant
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Company Updated
Triggers when company is updated.
Trigger
Instant
Try It
Lead Updated
Triggers when lead is updated.
Trigger
Instant
Try It
Create Company
Creates a new company.
Action
Write
Create Contact
Creates a new contact.
Action
Write
Create Lead
Creates a new lead.
Action
Write
Update Lead
Updates a lead.
Action
Write
- Text
- Creation Data
Action
Write
- Text of Task
- Deadline
Action
Write
- Query
- Element ID
Action
Search
- Query
- Element ID
Action
Search
- Element TypeRequired
- Element ID
Action
Search
- Query
- Element ID
Action
Search or write
- Query
- Element ID
Action
Search or write
- Deadline
- Element ID
- Element Type
- Text of Task
- Deadline
Action
Search or write

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 Kommo

Kommo is a messaging-powered CRM that helps you engage with your customers on a whole new level. It's a versatile, cloud-based sales automation tool that enables you to manage leads and monitor your sales pipeline in only a few clicks.

Learn more