Integrate Docupilot with Autoklose
Send information between Docupilot and Autoklose automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Docupilot and Autoklose using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Campaign link clicked
Triggers when a user clicks a link in the selected campaign email
Email replied
Triggers when a user replies to the selected campaign email
Email opened
Triggers when an email of the selected campaign is opened
All Actions - Actions are the automated tasks
Create folder
Creates a new folder
Create document
Creates a new document from a specified template
Add Contact
Add a new contact
Add campaign recipient
Adds a campaign recipient.
Add recipient to do not email list
Adds a new recipient to a Do Not Email list.
Remove campaign recipient
Removes a campaign recipient.
What is Docupilot?
Docupilot is a document automation application that lets you create documents using intelligent templates and data, automate document workflows and more.
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What is Autoklose?
Autoklose is a sales email automation platform with built-in B2B sales contact databases. It lets you reach out to your leads while creating and managing your contacts, campaigns, and teams.
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Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
Learn more >Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
Learn more >Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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