PDF Automation / Workflow Integration

PDF workflow integration. Completed documents delivered everywhere.

A signed PDF sitting in a submission bank is only half the job. Docuplete connects every completed document to the systems that need it — automatically. Google Drive, Dropbox, HubSpot, and any system you can reach with a webhook.

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What gets delivered

Every completed PDF — routed automatically.

Storage

Google Drive

Completed PDFs are automatically saved to your Drive folder after every submission. Configure the folder path per document package — client name in the filename, organised by date.

Storage

Dropbox

Auto-save completed PDFs to your Dropbox folder. Works the same as Google Drive — per-package folder configuration, automatic after every submission.

Storage

OneDrive

Auto-save to your OneDrive folder. For teams in the Microsoft 365 ecosystem — completed PDFs delivered to SharePoint-connected drives automatically.

CRM

HubSpot

Find or create the HubSpot contact matching the submission. Update contact properties with submitted field values. Attach the completed PDF to the contact record. All automatic.

API

HMAC-signed webhooks

Fire a signed POST to your endpoint on every submission. Payload includes all field values, session metadata, and a download URL for the completed PDF. Retries with exponential backoff. Delivery logs in the dashboard.

Developer

REST API retrieval

Retrieve any completed session — field values and signed PDF — via the REST API at any time. Build your own integration layer with the TypeScript or Python SDK.

Webhook payload

Every field value. On every submission.

// Webhook payload on submission (abridged)
{
  "event":      "session.submitted",
  "sessionId":  "ses_a1b2c3d4",
  "packageId":  "pkg_new_account_application",
  "submittedAt": "2026-05-25T14:32:00Z",
  "signerEmail": "client@example.com",
  "fields": {
    "client_name":     "Jane Smith",
    "account_type":    "Traditional IRA",
    "investment_obj":  "Growth",
    "risk_tolerance":  "Moderate"
  },
  "pdf": {
    "url":    "https://api.docuplete.com/v1/sessions/ses_a1b2c3d4/pdf",
    "sha256": "e3b0c44298fc1c149afbf4c8996fb924..."
  }
}

Plans

Which integrations are on which plan.

Pro — cloud storage + HubSpot

Google Drive, Dropbox, OneDrive auto-save. HubSpot contact sync and PDF attachment. Batch CSV. From $249/mo.

Developer — webhooks + API

Everything in Pro, plus HMAC-signed webhooks, delivery logs, manual retry, REST API, TypeScript and Python SDKs, headless mode. From $499/mo.

Enterprise — unlimited + custom

All integrations, unlimited sessions, SAML SSO, SCIM, IP allowlisting, custom domain, dedicated account manager. From $3,000/mo.

PDF workflow integration. Completed documents delivered everywhere.

Every completed PDF — routed automatically.

Google Drive

Dropbox

OneDrive

HubSpot

HMAC-signed webhooks

REST API retrieval

Every field value. On every submission.

Which integrations are on which plan.

Pro — cloud storage + HubSpot

Developer — webhooks + API

Enterprise — unlimited + custom

Connect your first completed PDF automatically.

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