Connect Docupilot and Pointerpro integrations
Connect Docupilot and Pointerpro 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 Pointerpro 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
Create contact if it does not already exist or updates them if they do.
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Build your Docupilot and Pointerpro integrations.
Create custom Docupilot and Pointerpro workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Create document from selected template
Create contact if it does not already exist or updates them if they do.
Triggers when a new response event occurs.
Popular Docupilot and Pointerpro workflows.
Looking to get more out of Docupilot and Pointerpro? With Make you can visually integrate Docupilot and Pointerpro into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add new survey responses to Vtiger as objects
Streamline your data collection process by automatically transferring new survey responses from Survey Anyplace to your Vtiger CRM. This template ensures that every time a participant submits a response, their information is seamlessly added as a new object in Vtiger, allowing you to manage and analyze your survey data effectively. Enhance your customer relationship management and make informed decisions based on real-time feedback.
TRY IT ->Add Google Sheets rows from Survey Anyplace responses
Every time you receive a new response in Survey Anyplace, Make will automatically add selected data from the response to a new row in a Google Sheets spreadsheet The template uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1MWUyZs9NlhRBgATgPdoLTQqJMFeLamMSJxd7MROanSI/edit?usp=sharing)
TRY IT ->Add Google Contacts subscribers from new Survey Anyplace responses
Every time you receive a new response in Survey Anyplace, Make will automatically add the person info to your Google contact list.
TRY IT ->Add Mailchimp subscribers from new Survey Anyplace responses
Every time you receive a new response in Survey Anyplace, Make will automatically add the person info to your Mailchimp contact list.
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 ->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 ->Create a personalized contract with Docupilot from new Typeform submissions
Every time a new entry is received on your Typeform, Make will automatically create a personalized contract agreement with Docupilot. This template uses [this example](https://thomasgaillard579269.typeform.com/to/Y2OXbc) from Typeform.
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