E.G. Send Templates from DocuPilot to Google Sheet.
Possible entities as a Source are: Send Templates, Send Folders, Send Templates From Folder and Send Template Schema
Possible entities as a Target are: Add Template, Add Folder and Add Document from Template
Possible Task Triggers are: Possible Task Triggers are: Schedule ( Hourly, Daily, Weekly and Monthly )
On Event ( Task Succeeded event)
If you need any additional functionality or additional entities, please make your request here.
Note: You can set up any integration within the Task itself, you do not need to set up the Integration beforehand.
First, log in to your SyncSpider account, and click on the option ‘Integrations’ located on the left side of the screen, as shown below:
Now, you will see the list of integrations offered by SyncSpider. Select DocuPilot application from the list, or use the search bar to find it easily.
NOTE: You can have more than one integration with one app/tool. E.G. Integrate your Google sheet with business email and WooCommerce. Using descriptions will help you to organize better.
After selecting DocuPilot, enter the integration name and description (optional) then click on the Next button.
You will now be prompted for the API Key
To obtain the API Key go to this link OR log in to your dashboard, go to "Settings"
and to "API Settings"
Click on "Add new API key"
Generate the key, and paste it to SyncSpider.
Congratulations! DocuPilot is now successfully integrated.
DocuPilot is just one of the tools we support!
To check the list of the tools and features we support, please click here.
If you don't see your favorite tool on our list, please take the time and send us a request here to create an integration for you OR Up-vote it if it's already on the list :)
We develop the integrations based on the requests and up-votes :)
If you got any questions or need assistance, feel free to contact our support team via the chat widget on our site and within the SyncSpider app.