Docupilot

Getting Started with Docupilot

The Docupilot module allows you to create a document in your Docupilot account and download it if needed for further processing.

Prerequisites

  • A Docupilot account

In order to use Docupilot with Make, it is necessary to have a Docupilot account. If you do not have one, you can create a Docupilot account at dashboard.docupilot.app/signup.

Note

The module dialog fields that are displayed in bold (in the Make scenario, not in this documentation article) are mandatory!

Connecting Docupilot to Make

To connect your Docupilot account to Make you need to obtain the API Key from your Docupilot account.

  1. Log in to your Docupilot account.

  2. Open Settings > API settings.

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  3. Click the Add new API Key button.

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  4. Click the Generate button.

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  5. Copy the provided API Key.

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  6. Go to Make and open the Docupilot's module Create a connection dialog.

  7. Enter the API Key you have copied in step 5 and click the Continue button to establish the connection.