Docupilot
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Docupilot

Getting Started with Docupilot

The Docupilot module allows you to create a document in your Docupilot account and download it if needed for further processing.

Prerequisites

  • A Docupilot account

In order to use Docupilot with {{Make}}, it is necessary to have a Docupilot account. If you do not have one, you can create a Docupilot account at dashboard.docupilot.app/signup.

[Note] Note

The module dialog fields that are displayed in bold (in the {{Make}} scenario, not in this documentation article) are mandatory!
Connect Docupilot to {{Make}}

To connect your Docupilot account to {{Make}} you need to obtain the API Key from your Docupilot account.

  1. Log in to your Docupilot account.

  2. Open Settings > API settings.

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  3. Click the Add new API Key button.

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  4. Click the Generate button.

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  5. Copy the provided API Key.

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  6. Go to {{Make}} and open the Docupilot's module Create a connection dialog.

  7. Enter the API Key you have copied in step 5 and click the Continue button to establish the connection.

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