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 750+ 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

Account created

Triggers when a new account is added

Person created

Triggers when a new person is added

Deal created

Triggers when a new deal is created

Case created

Triggers when a new case created

All Actions - Actions are the automated tasks

Create folder

Creates a new folder

Create document

Creates a new document from a specified template

Create person

Creates a new person

Create case

Creates a new case

Create deal

Creates a new deal

Create account

Creates a new account with 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.

Documents

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.

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