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 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 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, https //www docupilot app for subscription, refer to the https //www docupilot app connect docupilot and {{product name}} to get started, you must first create a connection between docupilot and {{product name}} , 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 {{product name}} , 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 {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help docupilot app/settings/api settings create the connection in {{product name}} https //www make com/en/register , add the docupilot module to your {{scenario singular lowercase}} , 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 docid\ so88fm6pkt0g adkddfzz page docupilot modules after connecting to the docupilot app, you can choose from a list of available modules to build your {{scenario plural lowercase}} create a document generate a new document using a specified template templates you can look for more templates in https //www make com/en/templates , where you'll find thousands of pre created {{scenario plural lowercase}} docupilot resources you can have access to more resources related to this app on the following links https //community make com/search?q=docupilot https //www docupilot app https //help docupilot app https //www make com/en/integrations/docupilot