> ## Knowledge Base Index
> Fetch the complete knowledge base index at: https://help.syncspider.com/sitemap.xml
> Use this file to discover available pages before exploring further.
> Pure-Markdown content can be obtained by appending a '.md' suffix to the content URLs listed in the sitemap (without the trailing slash).

# How to integrate DocuPilot

## TABLE OF CONTENTS

* [Description](#Description)
* [Entities](#Entities)
* [Steps](#Steps)
* [Step 1.](#Step-1.)
* [Step 2.](#Step-2.)
* [Step 3.](#Step-3.)
* [Step 4.](#Step-4.)

---
## Description

Docupilot is a cloud based document automation software. Unlike competing products with steep pricing tiers, Docupilot is priced affordably, and is free forever for the first 20 documents generated. Built with an emphasis on usability, Docupilot also offers integrates with different data sources like CRM, Forms, Online databases, HR, Surveys etc.

---
---
## Entities

| Source | Target |
| --- | --- |
| Send Templates | Add Template |
| Send Folders | Add Folder |
| Send Template from Folder | Add Document from Template |
| Send Template Schema |  |

Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )

On Event ( Task Succeeded event)

---
---
## Steps

### Step 1.

Either while **Creating a Task** or in the Integrations menu.

Enter the name of the integration in the search bar.

![](https://storage.crisp.chat/users/helpdesk/website/-/9/6/2/3/9623d4ac91bec000/9a70d297-f55f-4bca-a5f4-ec139e_10szzxo.png)

### Step 2.

Enter the Name of the Integration.

You can optionally also enter a description.

![](https://storage.crisp.chat/users/helpdesk/website/-/b/0/b/9/b0b9f4eef3a80800/d9163dc2-6c52-44fb-8efe-ffb1c9_kjro22.png)

### Step 3.

You will be prompted for the **API Key.**

****

![](https://storage.crisp.chat/users/helpdesk/website/-/f/e/a/b/feab9eee95bf6000/e6955937-c018-4801-8066-5a6f5c_15v7mtt.png)

### 
### Step 4.

To obtain the API Key go to this [link](https://dashboard.docupilot.app/settings/api) OR log in to your dashboard, go to **"Settings"**

and to **"API Settings"**.

![](https://storage.crisp.chat/users/helpdesk/website/-/4/c/f/5/4cf58429330f9000/5765b426-d1d9-425f-850b-9a3081_1ktl2pk.png)

Click on "Add new API key"

![](https://storage.crisp.chat/users/helpdesk/website/-/5/4/7/e/547e5c39c2548000/1865647d-4d2b-47cb-9e0e-cab128_n02s60.png)

Generate the key, and paste it to SyncSpider.

---
---

**DocuPilot** is just one of the tools we support!

To check the list of the tools and features we support please click [here](https://syncspider.com/integrations/)!

If you don't see your favorite tool on our list, please take the time and send us the request [here](https://roadmap.syncspider.com/boards/integrations?sort=cached_votes_up) to create an integration for you or UP-vote if it's already on the list :)

We develop integrations based on the requests and up-votes :)

We hope that this covers everything. If you have any further questions or need additional clarification please reach out to us via [[email protected]](/cdn-cgi/l/email-protection#deadabaeaeb1acaa9eada7b0bdadaeb7babbacf0bdb1b3) or our chat widget!