Connect Docupilot and Egnyte integrations
Connect Docupilot and Egnyte 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 Egnyte 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
Adds a user to a group.
Changes status of a specific task.
Checks status of a requested audit report generation.
Copies file to new folder.
Copies folder.
Creates a new bookmark on a folder.
Creates a new comment on a file.
Creates a file audit report.
Creates a public file link.
Creates a new folder.
Creates a public folder link.
Creates a group.
Creates a group provisioning audit report.
Adds a metadata key to an existing namespace.
Creates a namespace of custom metadata fields for a domain.
Creates a permission audit report.
Creates a new file-related task for a user.
Creates a new user.
Creates a user provisioning audit report.
Deletes a specific bookmark.
Deletes a specific comment.
Deletes a file.
Deletes a folder.
Removes a group.
Deletes a link.
Deletes a metadata key from an existing namespace.
Deletes a specified namespace.
Deletes an existing audit report.
Deletes a specific task.
Removes a user.
Permanently remove up to 10 specified files, folders, and versions from your account's trash.
Downloads a file.
Gets the details for a specific bookmark.
Gets details for a specific comment.
This endpoint is used to see which users are in the group and view group attributes.
Shows link details.
Lists all custom metadata keys that have been created in a given namespace.
Get the details for a specific task.
Retrieves a single user.
Retrieves details about specific file.
Retrieves permission of a specific folder.
Retrieves details about specific folder.
This endpoint is used to list the total count of the trash in your domain.
Returns the metadata values for a given namespace for a file or folder.
Locks a file.
Performs an arbitrary authorized API call.
Modifies the options for folder.
Moves a file to new folder.
Moves folder.
Removes a user from a group.
Renames a group.
Retrieves up 10 specified files, folders, and versions from the trash.
Sets new perimissions entries for users or groups on a given folder.
Sets a metadata values for given namespace for a file or folder.
Unlocks a file.
Edits a specific task.
Updates a user.
Updates the namespace scope or name of a custom metadata for a domain.
Updates the key definitions of a namespace of custom metadata fields for a domain.
Creates or updates a file.
Creates a login audit report.
Returns file audit report data.
Returns group provisioning audit report data.
Returns login audit report data.
Returns permission audit report data.
Returns user provisioning audit report data.
Lists all bookmarks for the authenticated user.
Lists all comments for a given file. Administrators can also send a request with no parameters to list all of the comments for that domain.
Lists all events.
Lists all files/subfolders in a specific folder.
Lists all the groups in your domain.
Retrieves your links.
Lists all custom metadata namespaces in the domain.
This endpoint is used to list all recent files for the authenticated user.
Lists all tasks for a given file, or all tasks created by (or assigned to) the user issuing the API request.
Lists all of the contents of the trash in your domain.
Retrieves all, or a chosen subset, of users.
Finds content stored in Egnyte based on filenames, metadata, and text content.
Find items that have a specific metadata field or items that have a field that contains a specific value.
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Build your Docupilot and Egnyte integrations.
Create custom Docupilot and Egnyte workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a user to a group.
Changes status of a specific task.
Checks status of a requested audit report generation.
Copies file to new folder.
Copies folder.
Creates a new bookmark on a folder.
Creates a new comment on a file.
Create document from selected template
Creates a file audit report.
Popular Docupilot and Egnyte workflows.
Looking to get more out of Docupilot and Egnyte? With Make you can visually integrate Docupilot and Egnyte into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Create bar codes for listings on Etsy and upload them as a zip file to Egnyte
Make will automatically create bar codes for listings from Etsy and upload them as a zip file to Egnyte.
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 ->Search Zoho Invoices and create archives in Egnyte
Make will search Zoho Invoice invoices for specific invoices and print them in PDF format. It will then create an archive with these invoices using CloudConvert and upload them to Egnyte.
TRY IT ->Create Zoho Invoices from Shopify orders and uploading them to Egnyte
Every time a new order is created on Shopify, Make will automatically create a new invoice on Zoho Invoice and upload it as a pdf to Egnyte.
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 ->Recognize text in an image and store the text as a new value in a namespace
When a new image is added in a folder in Egnyte, the image is processed by Optical Character Recognization using Google Cloud Vision. Then, the text is saved to that file as a new value in a namespace.
TRY IT ->Create Docupilot invoices automatically from new Google Sheets rows
Every time a new row is added to a Google Sheets spreadsheet, Make will automatically create an invoice from a Docupilot template. The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1_9c7rHfebaiBR5llkuOcGxK0WgY7z6j9H6M9I3dujAE/edit?usp=sharing).
TRY IT ->Create Docupilot documents from new Jotform submissions
Every time a user fills out your Jotform form, Make will automatically create a new Docupilot document based on the data submitted. This template uses [this example](https://www.jotform.com/form-templates/product-purchase-order-form) from Jotform.
TRY IT ->Watching for new attachments sent on Skype and uploading it to Egnyte
Every time a new Skype message is sent with an attachment, Make will automatically save that as a file to Egnyte.
TRY IT ->
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