Generate documents with the DocuPotion step block, or start a workflow the moment a document is signed or sent. No Zapier, no Make, no setting up webhooks.
4.9/5 Rated on G2 by real usersConnect your Attio workspace to DocuPotion in a few clicks.
Set up a DocuPotion automation with your template, field mapping and e-signature settings.
In Attio's workflow builder, add the Generate document block to any trigger you choose.
Use the Document signed and Document sent triggers to update the deal, create a task or post to Slack.
Watch the DocuPotion workflow blocks generate a document and react when it is signed, all inside Attio.
Put the whole document lifecycle inside your Attio workflows, from generation to signed.
A deal moves to Proposal, a form creates a record, a renewal date lands. Whatever the trigger, the Generate document block generates the PDF and uploads it to the associated record, without anyone clicking generate. The document is produced the moment the workflow fires.
The Document signed and Document sent for signature triggers start an Attio workflow when the event happens, carrying the record, the file and the signer details to every step that follows. A signed contract can close the deal, notify the owner and kick off onboarding on its own.
The blocks run on your DocuPotion connection inside Attio's own workflow builder. There is no Zapier or Make step to build, no webhook to wire up and nothing that breaks when a middleware tool changes. One connection, set up once.
Use the DocuPotion 'Generate document' step block. This allows you to automatically generate a document, using data from an Attio record, whenever the trigger condition is met. The generated PDF documents is automatically uploaded to the Attio record and can also be uploaded to Google Drive or sent for e-signature.
Yes. If the automation has e-signatures on, the Generate document step produces the PDF and sends it for signature in one step. The Document signed trigger then lets the workflow carry on once everyone has signed.
Add a 'Record updated' or stage-change trigger in Attio's workflow builder, then the DocuPotion Generate document block after it. When a deal moves into the stage you choose, the document is generated from that record automatically and uploaded straight back to it.
Yes. Use the Document signed trigger to start a workflow when signing completes, then add native Attio steps to update the deal stage, create a task or notify the owner. The signed PDF is uploaded back to the record automatically.
No. The blocks run inside Attio's native workflow builder on your DocuPotion connection, so there is no middleware to build or maintain.
Yes. You can generate and sign from any record whenever you like. Simply use the 'Create document' action from the DocuPotion app on any record. The workflow blocks are for when you want it to happen automatically.
Add a Generate document step to your next workflow and let Attio do the rest.
Install on Attio