Integrate Instantly with Docupilot
Send information between Instantly and Docupilot automatically, without writing any code, using Zoho Flow.
Build your own integrations between Instantly and Docupilot
Connect Instantly and Docupilot 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 Instantly and Docupilot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Email bounced
Triggers when a lead email is bounced from any campaign or a selected campaign
Lead event occurred
Triggers when a new lead event has occurred
Email opened
Triggers when a lead opens an email from any campaign or a selected campaign
Email link clicked
Triggers when a lead opens a link in any campaign email or a selected campaign email
Email replied
Triggers when a lead replies to an email from any campaign or a selected campaign
Email sent
Triggers when an email is sent to a lead from any campaign or a selected campaign
Campaign completed
Triggers when an existing campaign is completed
All Actions - Actions are the automated tasks
Add tag to campaign
Adds a custom tag to an existing campaign
Create custom tag
Creates a new custom tag
Add lead to campaign
Adds a lead to an existing campaign
Reply to an email
Sends reply to an email received
Remove tag from campaign
Removes a tag from campaign
Add lead to list
Adds a lead to an existing list
Update lead status
Updates the status of the specified lead
Fetch lead
Fetches the details of an existing lead
Fetch list
Fetches the details of an existing list
Fetch custom tag
Fetches the details of an existing custom tag
Fetch campaign
Fetches the details of an existing campaign
Delete lead
Deletes the specified lead
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
What is Instantly?
Instantly is a sales engagement and lead intelligence tool that helps businesses find warm leads, manage email campaigns, reach primary inboxes and more.
Similar apps
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
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.
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CEO, Fabricroot
