Docupilot - SalesForce Integration

Automate Salesforce document generation with Docupilot (no code). In this demo, we build a record‑triggered Flow that fires when a Contact’s Status changes to Approved, calls Docupilot to create a Contact Engagement Letter, and uploads the file to the record’s Notes/Files. You’ll learn • How to setup an action that makes API call to Docupilot using HTTP Callout • How to prepare the data to be sent to Docupilot's API in Flow using Variable Assignment • How to download and attach the generated document using a generic APEX Class Resources • Apex class used in the video (renamed the class to suit better) – https://static.docupilot.app/product/resources/docupilot.AttachGeneratedDocumentToNotes.cls If you have any questions, do let us know in the comments, or post on our community at https://community.docupilot.com/c/ask-the-community/7 #Salesforce #SalesforceFlow #Apex #Docupilot #DocumentAutomation #NoCode