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Docupilot

docupilot

Docupilot is a document automation tool that enables users to generate PDFs, DOCX files, contracts, invoices, and more by integrating with various online services.

DocumentsProposal & Invoice ManagementWeb del proveedor
Acciones
4
Triggers
0
Autenticación
—
OAuth gestionado
No
Información técnica: el detalle de parámetros, schemas y triggers de esta página está pensado para equipos de integración. Si solo necesitas saber si tu herramienta favorita está disponible, basta con ver la lista de acciones.

Acciones disponibles (4)

Cada acción es una operación que el agente puede ejecutar contra este conector. Haz clic en una acción para ver sus parámetros.

Create Docupilot FolderDOCUPILOT_CREATE_FOLDERAcción

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

Parámetros de entrada

  • namestringObligatorio

    Name of the folder to be created

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Create Docupilot FolderDOCUPILOT_FOLDERS_CREATEAcción

Tool to create a new folder. use when organizing documents into custom workspace folders after confirming workspace context.

Parámetros de entrada

  • namestringObligatorio

    Name of the folder to be created

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

List all foldersDOCUPILOT_FOLDERS_LISTAcción

Tool to list all folders. use after authentication to fetch available workspace folders.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobject[]Obligatorio

    Array of folder objects

  • errorstring

    Error if any occurred during the execution of the action

  • statusstringObligatorio

    Call status, always 'success' on success

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not

Get Authenticated UserDOCUPILOT_GET_AUTHENTICATED_USERAcción

Tool to retrieve information about the authenticated user. use after authentication to confirm identity and fetch user account details.

Parámetros de entrada

Sin parámetros.

Parámetros de salida

  • dataobjectObligatorio

    Data from the action execution

  • errorstring

    Error if any occurred during the execution of the action

  • successfulbooleanObligatorio

    Whether or not the action execution was successful or not