Docupilot
 | Docupilot enables users to generate dynamic agreements and automate document workflows. Integrating Docupilot with Make.com allows users to automatically create, populate, and manage business documents based on triggers and data from other connected apps. |
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This is AI-generated content based on official Docupilot documentation. The content may contain mistakes. Please verify important information. If you have questions on vendor documentation, contact Docupilot directly.
Requirements
To use the Docupilot app in Make, you must have an active account and an API Key with Secret, and your Workspace ID, create your account on Docupilot. For subscription, refer to the Docupilot pricing page.
Connect Docupilot and Make
To get started, you must first create a connection between Docupilot and Make, allowing the two services to communicate.
Obtain your Basic in your Docupilot account
Create the connection in Make.
Obtain your Basic in your Docupilot account
Before you create the connection in Make, you should first obtain your Basic in your Docupilot account.
To obtain your Basic :
Navigate to the Dashboard.
Click the Settings icon in the left-side menu.
Select API Settings.
Click the Add API Key button on the right side.
Enter a name for the API token and click Generate.
Copy the API key displayed on screen.
You will use this value while creating a connection in Make.
Because the UI might have changed, the steps you see on your screen might be different, check the vendor documentation for updates.
Create the connection in Make
Log in in your Make account, add the Docupilot module to your scenario, and click Create a connection.
If you add a module with an instant tag, click Create a webhook, then Create a connection.
Optional: In the Connection name field, enter a name for the connection.
Enter the authentication credentials you copied from your Docupilot account or follow the on-screen instructions to create the connection.
For detailed information on connecting an application, see Connect an applicationConnect an application. page.
Docupilot modules
After connecting to the Docupilot app, you can choose from a list of available modules to build your scenarios.
Templates
You can look for more templates in Make's template gallery, where you'll find thousands of pre-created scenarios.
Docupilot resources
You can have access to more resources related to this app on the following links