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Docupilot
Autopilot by Ortto

Connect Docupilot and Autopilot by Ortto integrations

Explore ready-made Docupilot and Autopilot by Ortto templates and start automating in minutes.

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Create a custom workflow

Integrate Docupilot with Autopilot by Ortto and automate the work that moves between them — no code required.

Create a custom workflow

Every automation starts with a trigger and an action. Select one from each app to generate a workflow tailored to your needs.

Autopilot by Ortto
Trigger: Watch Events
Docupilot
Action: Select an action
1. Select a trigger

  • Responds to events (contact added, updated, unsubscribed, added to list, removed from list, entered segment and left segment). Will return related contact ID, contact and possibly related list ID or segment ID.

2. Select an action

  • Create document from selected template

Select a trigger and an action

Create workflow (opens in a new tab)

Triggers and actions

Explore what you can automate between Docupilot and Autopilot by Ortto.

Add Contact to Journey
Add contacts to journeys.
Action
Add Contact to List
Adds a contact to a list.
Action
Add List
Add a new list.
Action
Check if Contact on List
Checks if a contact belongs to a particular list.
Action
Create a Document
Create document from selected template
Action
Create Contact
Allows you to create or update a contact.
Action
Delete Contact
Removes the contact from your database.
Action
Delete Contact Activity Feed
Deletes the activity feed of a contact.
Action
Get Contact
Retrieves the given contact record given the contact ID or email.
Action
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FAQs

Everything you need to know about Make. Can't find the answer you're looking for? Please chat to our team.

Start by registering for Make. As a new Make user, you’ll automatically be assigned a free account. Once your account is set up, you can start creating your first scenarios. We recommend starting with our step-by-step video tutorial.

A scenario represents a workflow or a project of your own creation, and it is made up of a series of modules that automate apps and services. Creating a scenario allows you to transfer and transform data between apps and services via these modules to automate anything and improve the way you work.

Modules are the main building blocks of automation in Make. Modules represent actions that Make performs with an app, like creating, updating, or deleting data.

Mapping links the modules in your scenario. When you map an item, you connect the data retrieved by one module to another module to perform the desired action. For example, you can map email addresses and subject lines to create a spreadsheet using this data.