Docupilot

Document automation software

Integrate the Docupilot API with the Filter API

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

Create Document with the Docupilot API

Create a document See docs here

 
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Continue execution if a condition Is met with the Filter API

Continue workflow execution only if a condition is met

 
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End execution if a condition is met with the Filter API

End workflow execution if a condition is met

 
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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 Filter

The Filter API in Pipedream allows for real-time data processing within workflows. It's designed to evaluate data against predefined conditions, enabling workflows to branch or perform specific actions based on those conditions. This API is instrumental in creating efficient, targeted automations that respond dynamically to diverse datasets. Using the Filter API, you can refine streams of data, ensuring that subsequent steps in your Pipedream workflow only execute when the data meets your specified criteria. This cuts down on unnecessary processing and facilitates the creation of more intelligent, context-aware systems.

Connect Filter

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export default defineComponent({
  async run({ steps, $ }) {
    let condition = false
    if (condition == false) {
      $.flow.exit("Ending workflow early because the condition is false")
    } else {
        $.export("$summary", "Continuing workflow, since condition for ending was not met.")
    }
  },
})