Connect Docupilot and Zoho Creator integrations
Connect Docupilot and Zoho Creator 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 Zoho Creator 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 new record.
Deletes a record.
Downloads a file from an attachment field of a record.
Retrieves a record.
Performs an arbitrary authorized API call.
Updates an existing record.
Lists all applications for this account.
Lists all forms in the selected application.
Retrieves all reports in the selected application.
Searches for records matching the chosen criteria in a selected report.
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Build your Docupilot and Zoho Creator integrations.
Create custom Docupilot and Zoho Creator workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a new record.
Create document from selected template
Deletes a record.
Downloads a file from an attachment field of a record.
Retrieves a record.
Lists all applications for this account.
Lists all forms in the selected application.
Retrieves all reports in the selected application.
Performs an arbitrary authorized API call.
Popular Docupilot and Zoho Creator workflows.
Looking to get more out of Docupilot and Zoho Creator? With Make you can visually integrate Docupilot and Zoho Creator into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Add records to Zoho Creator from a custom webhook
Streamline your data collection process by integrating a custom webhook with Zoho Creator. This template allows you to automatically add a record in Zoho Creator every time your custom webhook is triggered, ensuring that your data is captured efficiently and accurately. Perfect for businesses looking to enhance their workflow and maintain organized records without manual input.
TRY IT ->Add new Zoho Creator orders to Google Sheets
Every time a new record is added to Zoho Creator, Make will automatically add a new row in Google Sheets. The template requires the Zoho Creator [Order Management application](https://www.zoho.com/creator/order-management.html) and uses this [example spreadsheet](https://docs.google.com/spreadsheets/d/1bFDg-SF1XKdX9ysQDDs0yI2pRhV__BF24IyrSXJsUAw/edit?usp=sharing).
TRY IT ->Generate Barcodes for new Zoho Creator records
Every time a new record is added to a selected Zoho Creator application, Make will automatically generate a Barcode. Then, the Barcode is saved to a specified Google Drive folder.
TRY IT ->Add Zoho Creator records from new Google Forms responses
Every time a new response is entered on your Google Form, Make will automatically add a new order to your Zoho Creator application. This template uses the [Order Management application](https://www.zoho.com/creator/order-management.html) from Zoho Creator. Note that these fields are mandatory in Zoho Creator so either your Google Form needs to collect them or you will need to use static values: 1) Order Date 2) Customer 3) Sales Owner 4) Estimated Delivery Date 5) Tax 6) Subtotal (optional) 7) Net Total (optional) The Google Form responses need to be [stored in a Google Sheet spreadsheet.](https://support.google.com/docs/answer/2917686?hl=en) The sample spreadsheet is [here.](https://docs.google.com/spreadsheets/d/16pVYFrE-0v2L6R71lsTf3s-vaZqWfVKWvLYXd0r9aTI/edit?usp=sharing) The template is scheduled to run every 15 minutes. You can change the schedule after you set up the template by clicking on the clock icon on the first module.
TRY IT ->Add records in Zoho Creator when barcodes are scanned
Every time a barcode / QR code is scanned via the Make Android app, Make will automatically add a record in Zoho Creator.
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 ->
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