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What is Docupilot

Docupilot is a powerful document automation platform that allows businesses to generate customized documents, contracts, and reports quickly and easily. It integrates with various data sources and can automate document workflows to save time and reduce errors.

Docupilot offers features like conditional logic, data merging, e-signature integration, and more to streamline document creation and management processes.

How to integrate Docupilot with any app using Latenode.com

Step 1: Sign up for Docupilot and set up authorization inside Latenode.com

First, create a Docupilot account and obtain the necessary API credentials. Then, in your Latenode.com account, add Docupilot as a new app and enter your API credentials to authorize the connection.

Step 2: Create a workflow in Latenode.com to integrate Docupilot with any app

In Latenode.com, create a new workflow and select the apps you want to integrate with Docupilot. Use the visual workflow builder to define the triggers and actions that will automate your document processes between Docupilot and the other apps.

Step 3: Generate a document from a template

One of the most popular actions in Docupilot is generating a document from a template. In your Latenode.com workflow, add the "Generate Document" action from Docupilot, select the desired template, and map the data fields from your other apps to the template variables.

Automate document workflows for Docupilot with Latenode.com

Automating document workflows is crucial for saving time, reducing errors, and improving efficiency. Latenode.com makes it easy to automate various scenarios involving Docupilot and other apps without requiring complex coding.

Example 1: Automatically generate contracts from CRM data

Integrate Docupilot with your CRM system to automatically generate contracts whenever a new deal reaches a specific stage. Map the relevant CRM fields to your contract template in Docupilot, and let Latenode.com handle the automation.

Real-world automation: Docupilot + Salesforce

When a deal in Salesforce reaches the "Contract Negotiation" stage, Latenode.com triggers the automation, pulling the necessary data from Salesforce and generating a personalized contract using a Docupilot template. The generated contract is then automatically sent to the relevant parties for e-signature.

Example 2: Create invoices from accounting software data

Connect Docupilot with your accounting software to automatically generate invoices based on data from your accounting system. Define the trigger in your accounting app and let Latenode.com create the invoices using Docupilot templates.

Real-world automation: Docupilot + QuickBooks

When a new invoice is created in QuickBooks, Latenode.com detects the trigger and automatically generates a professional-looking invoice using a Docupilot template. The invoice data is merged from QuickBooks, and the generated invoice is then emailed to the customer or stored in a designated cloud storage folder.

Example 3: Generate reports from multiple data sources

Use Latenode.com to integrate Docupilot with various data sources, such as databases, spreadsheets, or business intelligence tools. Automate the generation of comprehensive reports by merging data from these sources into Docupilot templates.

Real-world automation: Docupilot + Google Sheets + PostgreSQL

On a scheduled basis (e.g., weekly or monthly), Latenode.com triggers the automation, pulling data from a Google Sheets spreadsheet and a PostgreSQL database. The data is then merged into a Docupilot template, generating a detailed report. The generated report is automatically emailed to the relevant stakeholders and stored in a designated cloud storage folder.

Real-world automation: Docupilot + Airtable + Dropbox

When a new record is added to a specific Airtable view, Latenode.com triggers the automation, retrieving the data from Airtable and generating a customized document using a Docupilot template. The generated document is then automatically uploaded to a designated Dropbox folder for easy access and collaboration.

Real-world automation: Docupilot + Typeform + Gmail

When a user submits a form created with Typeform, Latenode.com triggers the automation, using the form data to generate a personalized document with Docupilot. The generated document is then automatically emailed to the user via Gmail, providing them with a customized response based on their form submission.

Conclusion

Integrating Docupilot with other apps and automating document workflows is made simple with Latenode.com's low-code integration platform. By leveraging the power of Docupilot and Latenode.com, businesses can save time, reduce errors, and streamline their document processes for increased productivity and efficiency.