Connect Docupilot and Autopilot by Ortto integrations
Connect Docupilot and Autopilot by Ortto with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Docupilot and Autopilot by Ortto to create visual automated workflows. Choose from thousands of ready-made apps or use our no-code toolkit to connect to apps not yet in our library.
Create document from selected template
Add contacts to journeys.
Adds a contact to a list.
Add a new list.
Checks if a contact belongs to a particular list.
Allows you to create or update a contact.
Removes the contact from your database.
Deletes the activity feed of a contact.
Retrieves the given contact record given the contact ID or email.
Retrieves an email campaign's data based on an ID received in the Autopilot Activity Stream.
Performs an arbitrary authorized API call.
Removes a contact from a list.
Unsubscribes the contact from receiving emails from your Autopilot Journeys.
Updates the details of a contact. This method will return the contact's ID number.
Returns a list of your contacts.
Returns a list of all available lists.
Returns a list of all of the contacts which are on this list.
Returns a list of all of the contacts which are on this smart segment.
Returns a list of API Triggers along with the journey name to help you identify the correct one.
Returns a list of all available smart segments.
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Build your Docupilot and Autopilot by Ortto integrations.
Create custom Docupilot and Autopilot by Ortto workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Add contacts to journeys.
Adds a contact to a list.
Add a new list.
Checks if a contact belongs to a particular list.
Allows you to create or update a contact.
Create document from selected template
Removes the contact from your database.
Deletes the activity feed of a contact.
Retrieves the given contact record given the contact ID or email.
Popular Docupilot and Autopilot by Ortto workflows.
Looking to get more out of Docupilot and Autopilot by Ortto? With Make you can visually integrate Docupilot and Autopilot by Ortto into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Send a Thanks.io postcard to a new Autopilot contact
Every time a new Autopilot contact is created, Make will automatically send a Thanks.io postcard.
TRY IT ->Add Autopilot contacts from new Typeform form submissions
Every time someone fills out your Typeform form, Make will automatically add a new contact to your Autopilot list.
TRY IT ->Create Autopilot contacts from Poptin leads
Every time a new lead is generated using Poptin, Make will automatically create a new Autopilot contact.
TRY IT ->Identify Segment users from Autopilot events
Every time a new contact is created in Autopilot, Make will automatically identify a user in Segment.
TRY IT ->Push unsubscribed Autopilot accounts to Databox
When an account is unsubscribed in Autopilot, Make will send the account info to Databox for future analyses.
TRY IT ->Send new Autopilot unsubscribed contacts to Databox
If any of your contacts unsubscribe from your content in Autopilot, Make will automatically send the data to Databox for further analyses.
TRY IT ->Push new Autopilot accounts data to Databox
When a new contact is added in your Autopilot account, Make will automatically recognize that and push that account's data to Databox. Reports about accounts are up to date.
TRY IT ->Generate Docupilot documents from Airtable records
This template helps you create a Personalized document for each record matching a specific keyword in Airtable. This template requires to make a copy of this [airtable model](https://airtable.com/templates/entrepreneurship/expQrNqXl4bUBrb8B/fundraising-crm).
TRY IT ->Create Docupilot product sheets for all Shopify items
Let Make create automatically a Product Sheet for every item in your Shopify store. This template requires to make a copy of this [example document](https://drive.google.com/file/d/1k7eYWN91FsW_xRcSikTsQr74OVJ2vw45/view?usp=sharing) and to upload it as a template on Docupilot.
TRY IT ->
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