Docupilot

Document automation software

Integrate the Docupilot API with the Data Stores API

Setup the Docupilot API trigger to run a workflow which integrates with the Data Stores API. Pipedream's integration platform allows you to integrate Docupilot and Data Stores remarkably fast. Free for developers.

Create Document with the Docupilot API

Create a document See docs here

 
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Add or update a single record with the Data Stores API

Add or update a single record in your Pipedream Data Store.

 
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Add or update multiple records with the Data Stores API

Add or update multiple records to your Pipedream Data Store.

 
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Append to record with the Data Stores API

Append to a record in your data store Pipedream Data Store. If the record does not exist, a new record will be created in an array format.

 
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Check for existence of key with the Data Stores API

Check if a key exists in your Pipedream Data Store or create one if it doesn't exist.

 
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Overview of Docupilot

Docupilot offers powerful document automation capabilities, allowing you to create dynamic documents based on templates and data inputs. With the Docupilot API, you can integrate this functionality directly into Pipedream workflows, triggering document generation from a myriad of events and data sources. Think of automating contract creation when a new deal is won in your CRM, or sending personalized letters en masse with the click of a button. The API empowers you to craft, distribute, and manage documents efficiently and programmatically.

Connect Docupilot

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import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    docupilot: {
      type: "app",
      app: "docupilot",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.docupilot.app/api/v1/templates`,
      headers: {
        "apikey": `${this.docupilot.$auth.api_key}`,
      },
    })
  },
})

Overview of Data Stores

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Connect Data Stores

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export default defineComponent({
  props: {
    myDataStore: {
      type: "data_store",
    },
  },
  async run({ steps, $ }) {
    await this.myDataStore.set("key_here","Any serializable JSON as the value")
    return await this.myDataStore.get("key_here")
  },
})