Automate DocuMocu for free on Stepper

New Document

Triggers when a new document is created

Document Completed

Triggers when a document is completed

Document Updated

Triggers when a document is updated

New Contact

Triggers when a new contact is created

Contact Updated

Triggers when a contact is updated

Contact Deleted

Triggers when a contact is deleted

Make HTTP Request

Make an HTTP request to any URL with full control over method, headers, and body.

Create a Document

Creates a new document, optionally from a template. You can also add recipients when creating the document.

• 4 parameter s
• Document Name
• Template
• Folder ID
• Recipients

Update a Document

Updates an existing document by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• 11 parameter s
• Document
• Document Name
• Recipient Language
• Reminder Days
• Recurring Reminder Frequency
• Recurring Reminder Period Unit
• Allow Forwarding
• Allow Download
• Currency
• Page Orientation
• Page Size

Find a Document

Retrieves a specific document by ID

• 2 parameter s
• Document
• Expand

List Documents

Retrieves a paginated list of documents

• 4 parameter s
• State
• Results Per Page
• Page Number
• Expand

Archive a Document

Archives a document. Can be restored later.

• 1 parameter s
• Document

Restore a Document

Restores a document. If document was archived it will be restored from the archive, and if the document was trashed it will be restored from the trash.

• 1 parameter s
• Document

Trash a Document

Moves a document to trash (soft delete)

• 1 parameter s
• Document

Update a Document Status

Updates the status of a document

• 4 parameter s
• Document
• Status
• Note
• Send Notification

Create a Contact

Create a new contact and use it to create document recipients.

• 10 parameter s
• Email
• Name
• Job Title
• Organization
• Phone
• Address
• City
• State
• Postal Code
• Country

Update a Contact

Updates the specified contact by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• 11 parameter s
• Contact
• Email
• Name
• Job Title
• Organization
• Phone
• Address
• City
• State
• Postal Code
• Country

Find a Contact

Retrieves a specific contact by ID

• 1 parameter s
• Contact

List Contacts

Retrieves a paginated list of contacts

• 2 parameter s
• Results Per Page
• Page Number

Create a Product

Create a new product and use it quickly add products to pricing tables in documents.

• 6 parameter s
• Name
• Price
• Currency
• Description
• SKU
• Category

Update a Product

Updates the specified product by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• 7 parameter s
• Product
• Name
• Price
• Currency
• Description
• SKU
• Category

Find a Product

Retrieves a specific product by ID

• 2 parameter s
• Product
• Expand

List Products

Retrieves a paginated list of products

• 3 parameter s
• Results Per Page
• Page Number
• Expand

Duplicate a Product

Creates a copy of an existing product

• 1 parameter s
• Product

Restore a Product

Restores a deleted product from trash

• 1 parameter s
• Product

Trash a Product

Moves a product to trash (soft delete)

• 1 parameter s
• Product

Create a Category

Create a new product category

• 2 parameter s
• Name
• Parent Category

Update a Category

Updates the specified category by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• 2 parameter s
• Category
• Name

Find a Category

Retrieves a specific category by ID

• 1 parameter s
• Category

Create a Recipient

Create a recipient in the document. If the email does not match with an existing contact, a new contact will be created also.

• 5 parameter s
• Document
• Email
• Name
• Role
• Passcode

Update a Recipient

Updates the specified recipient by setting the values of the parameters passed. Any parameters not provided will be left unchanged.

• 13 parameter s
• Document
• Recipient ID
• Name
• Address
• City
• State
• Postal Code
• Country
• Job Title
• Organization
• Phone
• Role
• Passcode