

Integrate Docupilot with Zoho Connect
Send information between Docupilot and Zoho Connect automatically, without writing any code, using Zoho Flow.

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Supported triggers and actions
Integrate Docupilot and Zoho Connect using the below triggers and actions
All Triggers - A trigger kickstarts the flow

Board created
Triggers when a new board is created

Member added in board
Triggers when a member is added to a board

Event invited
Triggers when an invitee is added to an event

Task unassigned
Triggers when a task is unassigned

Announcement updated
Triggers when the details of an existing announcement is updated

Task updated
Triggers when the details of an existing task is updated

Poll created
Triggers when a new poll is created

Task status changed
Triggers when the status of an existing task is updated

Question created
Triggers when a new questions is created

Forum updated
Triggers when an existing forum post is updated

Announcement comment created
Triggers when a new comment is created in announcements

Event created
Triggers when a new event is created

Task reminder
Triggers when a task is created with a reminder

Announcement created
Triggers when a new announcement is created

Event updated
Triggers when the details of an existing event is updated

Member removed from network
Triggers when a new member is removed from the selected network

Member added in network
Triggers when a new member added to the selected network

New task created
Triggers when a new task is created

Member added in group
Triggers when a member added to group

Member removed from board
Triggers when a member is removed from a board

Task open
Triggers when a task status is marked as open

Group created
Triggers when a new group is created

Status created
Triggers when a new conversation is posted

Task assigned
Triggers when a task is assigned

User mentioned in comment
Triggers when the configuration user is mentioned in a conversation comment

Forum created
Triggers when a new forum is created

Task completed
Triggers when a task is completed in selected board

User mentioned in post
Triggers when the configuration user is mentioned in a conversation
All Actions - Actions are the automated tasks

Create folder
Creates a new folder

Create document
Creates a new document from a specified template

Create private task
Creates a new private task

Create task in section
Creates a new task in the selected section

Add comment in task
Adds a comment in the specified task

Create conversation
Creates a new conversation in the selected group

Create group event
Creates a new group event

Create group
Creates a new group in the selected network

Create board
Creates a new board

Create private event
Creates a new private event

Create checklist
Creates a checklist for the specified task

Create board from board template
Creates a new board from an existing saved template

Invite user
Invites a user to the selected network

Add member to board
Adds a member to the selected board

Create forum post
Creates a new forum post

Add member to group
Adds a member to the selected group

Add comment in post
Adds a comment in the specified post

Unarchive board
Unarchives the selected board

Archive board
Archives the selected board

Archive group
Archives the selected group

Unarchive group
Unarchives the selected group

Archive task
Archives the selected task

Fetch user
Fetches the details of an existing user by email address

Remove member from group
Removes a member from the selected group

Fetch post
Fetches the details of an existing post by ID or metadata
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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What is Zoho Connect?
Zoho Connect is team collaboration software that helps teams communicate faster and get work done easily. You can plan tasks with your colleagues, prioritize, and track the progress of work.
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Build comprehensive workflows using
Webhook triggers
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Learn more >Logic
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Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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