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This application needs additional settings. Please follow the documentation below to create your connection.



Getting Started with Docupilot

The Docupilot integrator. Designed to work with data inside the application.']module[/tooltip] allows you to create a document in your Docupilot account and download it if needed for further processing.


  • A Docupilot account

In order to use Docupilot with Integrator, it is necessary to have a Docupilot account. If you do not have one, you can create a Docupilot account at

[Note] Note

The module dialog fields that are displayed in bold (in the Integrator scenario, not in this documentation article) are mandatory!

Connecting Docupilot to Integrator

To connect your Docupilot account to Integrator you need to obtain the API Key from your Docupilot account.

  1. Log in to your Docupilot account.

  2. Open Settings > API settings.

  3. Click the Add new API Key button.

  4. Click the Generate button.

  5. Copy the provided API Key.

  6. Go to Integrator 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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