Integrate Docupilot with Outseta
Send information between Docupilot and Outseta automatically, without writing any code, using Zoho Flow.
Build your own integrations between Docupilot and Outseta
Connect Docupilot and Outseta with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Docupilot and Outseta using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Deal created
Triggers when a new deal is created
Account created
Triggers when a new account is added
Case created
Triggers when a new case created
Person created
Triggers when a new person is added
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
Create case
Creates a new case
Create account
Creates a new account with a new person
Create deal
Creates a new deal
Create person
Creates a new person
Update deal
Updates the details of an existing deal
Fetch people details
Fetches the details of the specified people
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
Similar apps
What is Outseta?
Outseta is the only all-in-one platform integrating subscription billing, email marketing, support, CRM, and reporting tools that reduces costs, maintenance, and helps SaaS start-ups grow faster.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
With Zoho Flow, we've transformed our feedback process. Automating the creation of tickets in Zoho Desk based on responses from our feedback forms has significantly improved our customer support. The integration with Google Sheets and Zoho Campaigns has also streamlined our communication and marketing efforts. Learn more
Toto
Technical Engineer, Master Liveaboards
