Make Integration

Connect DocuProx to Make (formerly Integromat) to create visual automated workflows for document processing.

Overview

Make is a visual automation platform that allows you to design, build, and automate anything from simple tasks to complex workflows in minutes. With DocuProx and Make, you can build sophisticated scenarios that process documents in real-time and distribute data to multiple destinations with conditional logic.

Setup Guide – DocuProx Integration in Make

  1. Obtain API Credentials: Log in to DocuProx, go to API Settings, and copy your API Key and Template ID.
  2. Create a New Scenario: In your Make dashboard, click "Create a new scenario".
  3. Add a Trigger Module: Choose the service where your documents are stored (e.g., Webhook, Google Drive, or OneDrive) and choose a trigger like “Watch Files” or “New File” to detect incoming document.
  4. Add the DocuProx Module: Search for the “DocuProx” app in Make app and Select the action “Make a request”.
  5. Configure the DocuProx Module: Connect your DocuProx account using your API Key Enter the Template ID you want to use for document processing, and add your API Key to the header field. Map the file (image or document) from the trigger module into the input field.
  6. Run and Test the Scenario: Upload or select a sample document and click “Run once” to test the workflow. If configured correctly, DocuProx will process the document and return structured JSON data as output.