Connect Raklet and Docupilot integrations
Connect Raklet and Docupilot with any of your favorite apps in just a few clicks. Design, build, and automate anything for your work by integrating apps like Raklet and Docupilot 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.
Triggers when a new contact has been created.
Triggers when a new payment has been processed.
Create document from selected template
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Build your Raklet and Docupilot integrations.
Create custom Raklet and Docupilot workflows by choosing triggers, actions, and searches. A trigger is an event that launches the workflow, an action is the event.
Adds a note on a contact.
Adds a tag on a contact.
Creates a new contact.
Create document from selected template
Creates a new tag.
Deletes a contact.
Delete a contact note.
Deletes a tag.
Retrieves a contact.
Popular Raklet and Docupilot workflows.
Looking to get more out of Raklet and Docupilot? With Make you can visually integrate Raklet and Docupilot into any workflow to save time and resources — no coding required. Try any of these templates in just a few clicks.
Save new Raklet contacts as a new Shopify customers
Every time a new contact is created in Raklet, Make will automatically create a new customer in Shopify.
TRY IT ->Save Shopify customers as a Raklet contacts
Every time a new customer is added to a Shopify, Make will automatically add that customer to Raklet as a new contact.
TRY IT ->Create Airtable records for Raklet contacts
Every time a new contact is created in Raklet, Make will automatically create a new Airtable record. For the proper work of this scenario you can use our [example table](https://airtable.com/shr8yzrbZkHQLPiQj).
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.
TRY IT ->
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