--- title: Docupilot slug: docupilot description: How to integrate Docupilot with Make.com image: https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/PREVIEW_docupilot.png createdAt: 2025-02-03T13:28:47.489Z --- | :inlineImage[]{src="https://make-cxp-documentation.ams3.digitaloceanspaces.com/apps-center-icons/docupilot.png" alt="Docupilot logo" caption size="50" width="512" height="512"} | 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. | | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | :::hint{type="warning"} 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](https://help.docupilot.app/frequently-asked-questions-faqs) 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](https://www.docupilot.app). For subscription, refer to the [Docupilot pricing page](https://www.docupilot.app). # Connect Docupilot and Make To get started, you must first create a connection between Docupilot and Make, allowing the two services to communicate. ::::WorkflowBlock :::WorkflowBlockItem **Obtain your Basic in your Docupilot account** ::: :::WorkflowBlockItem **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 **: ::::WorkflowBlock :::WorkflowBlockItem Navigate to the** Dashboard**. ::: :::WorkflowBlockItem Click the** Settings** icon in the left-side menu. ![](https://make-cxp-documentation.ams3.cdn.digitaloceanspaces.com/apps-center-screenshots/docupilot_Basic) ::: :::WorkflowBlockItem Select API** Settings**. ::: :::WorkflowBlockItem Click the** Add API Key** button on the right side. ::: :::WorkflowBlockItem Enter a name for the** API token** and click** Generate**. ::: :::WorkflowBlockItem 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.](https://help.docupilot.app/settings/api-settings) ## Create the connection in Make :::::WorkflowBlock ::::WorkflowBlockItem [[Log in in your Make](https://www.make.com/en/register) account](https://www.make.com/en/register), add the Docupilot module to your scenario, and click **Create a connection. ** :::hint{type="info"} If you add a module with an instant tag, click **Create a webhook**, then **Create a connection.** ::: :::: :::WorkflowBlockItem *Optional: *In the **Connection name** field, enter a name for the connection. ::: :::WorkflowBlockItem 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 application](docId\:SO88FM6pkT0G-adKDDfzZ)** page. # Docupilot modules After connecting to the Docupilot app, you can choose from a list of available modules to build your scenarios. :::ExpandableHeading ### Create a Document Generate a new document using a specified template. ::: # Templates You can look for more templates in [Make's template gallery](https://www.make.com/en/templates), 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 - [Docupilot topics on Make community](https://community.make.com/search?q=Docupilot) - [Docupilot website](https://www.docupilot.app) - [Docupilot API documentation](https://help.docupilot.app) - [Docupilot page on make](https://www.make.com/en/integrations/docupilot) *** :::CtaButton{label="Get started for free" externalHref="https://www.make.com/en/register" openInNewTab="true"} :::