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, navigate to API Settings, and copy your API Key and Template ID.
  2. Create a Scenario: In your Make dashboard, Go inside Scenarios and click on "Create a new scenario".
  3. Add a Trigger: Select the service where your documents are stored (e.g., Webhook, Google Drive, OneDrive) and choose a trigger like “Watch Files” or “New File”.
  4. Add DocuProx: Search for the DocuProx app and select the required action based on your workflow:
    • Process a Document: Use this action to upload and process a single document or image immediately. DocuProx extracts data based on the selected template and returns structured JSON output.
    • Process Job: Use this action when you want to submit a documents and Zip(With multiple documents) for asynchronous processing. It creates a processing job and returns a Job ID, which can be checked later for status or results.
    • Process Agent: The Process Agent module allows you to extract highly specific, customized data from your documents using custom AI prompts. To use it, simply map your document file and provide a JSON payload defining your document type and custom extraction instructions. The module will process the document and return the exact data points you requested in your prompt.
    • Check Status: Use this action to check the current processing status of a previously submitted job using the Job ID.
    • Get Result: Use this action to retrieve the final extracted data in structured JSON format or CSV format once the job status is completed.
  5. Configure the Module:
    • Connection: Securely connect your account by pasting your API Key.
    • Template ID: Paste the Template ID you copied earlier.
    • File: Map the file or image data directly from your trigger module.
    • Static Values (Optional): Add Key/Value pairs if you need to change Static data with your document.
  6. Run & Test: Click “Run once” with a sample document. DocuProx will extract the information and return structured JSON data as output.